Getting “Buy-In” to Develop a Collaborative Team

By  David W. Holaday & John A. Warnick



Why, when and how to invite your clients’ other advisors to work together with you 



We believe clients and advisors alike are best served when advisors collaborate in multidisciplinary teams. Collaboration among complimentary and noncompetitive professionals has the potential to generate better outcomes for clients and a more satisfying experience for the participants. Yet, our observation is that true collaboration happens very rarely. We’ll discuss a step-by-step process and give you practical tools to get “buy-in” from the client and from his advisors to begin a collaborative process immediately.1




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About the Purposeful Planning Institute

The Purposeful Planning Institute (PPI) is a learning center for professionals interested in mastering the Purposeful Planning process, exploring best practices for legacy families and families in business as well as cutting edge processes and techniques. 


Our members are professionals from a broad spectrum and include lawyers, financial advisors, wealth managers, trust officers, planned giving experts, and psychologists, and more. This multidisciplinary virtual community exemplifies a unique spirit of professional collaboration


To learn more about the benefits of becoming a member of the Purposeful Planning Institute visit our website.