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Join Erika Heiser and Victor Werley to learn how to effectively collaborate with other valuation professionals to better meet clients’ needs. Fostering a relationship with other professionals helps create a trusting and client-centric environment that ensures basic business functions, such as confidentiality agreements, co-branding, and logistics, are met, which are critical to long-term success. As a result, you can better serve clients, generate more professional opportunities, become experts in specific fields, create a sounding board, and, of course, have more fun!
Program Agenda
Introductions;
Finding the right partner;
How to collaborate;
Establishing a division of labor;
What to do for effective collaboration; and
Why is collaboration beneficial—for everyone.
Learning Objectives
Describe how to collaborate:
Explore: Is this professional a good fit?
Foster: How can we create a relationship when we do not work in the same office/market?
Answer how to:
CYA: What documentation is needed when working with a subcontractor and/or other professional?
Market: How do we successfully co-brand?
Manage: Who is doing what? How will we transfer documents?
Concur: What is your joint philosophy on how clients will be served?
List the benefits of collaboration:
Serve: How can another professional complement the services I provide to better meet clients’ needs?
Increase: How can collaboration with another professional increase my opportunities and, consequently, revenue?
Deliberate: What benefits will I realize by having another professional available to discuss various business valuation approaches and theory?
Enjoy: How can collaboration add to the enjoyment of work?
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