Multi-disciplinary Advising
Leverage a multi-disciplinary approach and learn how to avoid giving advice that conflicts with advisors in other fields. Explore strategies that bridge the gap between different planning disciplines to be part of a successful advising team.
As a professional advisor, this two-day program helps you understand the fundamental principles of knowing when and how to build multidisciplinary advising teams that benefits both your clients and your business. Circumvent the pitfalls of giving advice that is incompatible with strategies your clients may get from other advising professionals. Experts from banking, accounting, legal firms, family therapists, leading academics, as well as non-family executives provide a highly interactive learning environment where you first explore who you are as a person, and then utilize that knowledge to determine the types of people who would complement your skills and personality to create a successful team. Learn strategies that bridge the gap between different planning disciplines. Optimize current and potential advisor relationships by understanding how people tick. A must for any professional working with clients who receive counsel from multiple advisors.
Core Teachings
- Team Dynamics – How to form effective teams
- Seamless advice – Learn how teams communicate to provide integrated advice to clients
- Explore biases and assumptions around other disciplines that can either create barriers or create success.
- Apply assessments (‘Kolbe’, ‘Insights’, ‘Myers Biggs’ and others) to learn about your (and others’) styles, key strengths and weaknesses
- Explore multidisciplinary, integrated approaches to consider Family Business issues using case studies.
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Vancouver |
Toronto |
| Upcoming dates |
Jan 2013
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Jan 18-20, 2013
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