Getting “Buy-In” to Develop a Collaborative Team

By  David W. Holaday & John A. Warnick, Esq.



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.

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