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Young Professionals Network Workshop: Leveling Up Your Client Services

Challenging relationships can be grouped into four fundamental categories. These patterns exist both within families and within firms, as well as between families and firms. This session will:
• Identify each of the four patterns and what drives them;
• Explore specific examples of how the patterns manifest within each of these three contexts; and
• Offer practical strategies for disrupting the patterns and developing more productive relationships.
As a result, family office professionals will be well-positioned to enhance their client services and strengthen their client relationships by: (1) helping their clients navigate challenging family situations, (2) addressing internal team dynamics, and (3) better managing their relationships with clients.

Mar 23, 2023 01:00 PM in Central Time (US and Canada)