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.

This content is restricted to Pro Members or buyers of the webinar recording. Click to purchase.


Your invitation has been sent!