Cross-Border Financial Planning In Practice – Part 1 – Discovery

In Part 1 of this three-part series, the speaker shares her experience and best practice tips in conducting the discovery process with clients with past, present, or future cross-border lives.

Learning Objectives:

1. Understand the essential information to gather when working with clients with cross-border planning needs.

2. Learn practical ways to gather data covering the client’s global footprint while building client relationships.

3. Discover when to take on a client with a new cross-border scenario that you have not worked on and how to determine your role in a cross-border advisory team.