Cross-Border Financial Planning in Practice – Implementation

Cross-Border Financial Planning In Practice – Part 3 – Implementation

 

In Part 3 of this three-part series, the speaker discusses how to implement a cross-border planning strategy when clients’ lives will invariably change.

1. Learn how to implement and evolve a cross-border financial planning strategy with flexibility in mind.
 
2. Find out how to create a process to allow collaborators and bring in new solutions in the implementation phase.
 
3. Determine when your role ends and how to transition clients to self-management or other capable hands.
 

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