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March 2015 Focus Group

March 26, 2015 @ 7:45 am - 9:00 am

Understanding the Behavioral and Communication Dynamics between Client and Professional
REGISTER NOW

Whether a professional prepares an estate plan, financial plan, or tax plan, does the perfect one really exist? In many ways, planning is a moving target, and often times behavioral and communication issues can hinder an optimal outcome.
Please join us for an interactive roundtable discussion, where we will explore:

• The challenge of aligning client values with recommendations and strategies
• Why it is often difficult to truly understand the client’s wants and wishes
• How third-party agendas (e.g., family members) and competing interests may impact both the client and the professional
• Impact of regulatory environment on the professional’s ability to help their clients
• What are the priorities when it comes to assisting clients?
• What does my process look like from the client’s perspective?

THIS MEETING IS FOR SBEPC MEMBERS ONLY

RSVP below or email larry@larrytakahashi.com

Details

Date:
March 26, 2015
Time:
7:45 am - 9:00 am
Event Category:

Organizer

Larry Takahashi
Phone:
424-247-7268
Email:
larry@larrytakahashi.com

Venue

PDM, LLP (Piazza, Donnelly & Marlette)
3460 Torrance Boulevard, Suite 200
Torrance, 90503
+ Google Map

Details

Date:
March 26, 2015
Time:
7:45 am - 9:00 am
Event Category:

Organizer

Larry Takahashi
Phone:
424-247-7268
Email:
larry@larrytakahashi.com

Venue

PDM, LLP (Piazza, Donnelly & Marlette)
3460 Torrance Boulevard, Suite 200
Torrance, 90503
+ Google Map