Consulting, to Collaborative Financial Neutrals; all levels.
Consulting to Trainers and Trainings re: Financial Neutral and Team.
- Day-to-day operations of a Collaborative Financial professional.
- Optimizing and maximizing efficiencies and effectiveness of the Financial Neutral.
- Diving Deeper into the Role of the Financial Neutral professional.
- Case Conferencing
- One-on-one or small group opportunities.