XPX ATLANTA: BRING VALUE TO YOUR CLIENTS WHILE BRINGING VALUE TO YOUR PRACTICE

The TRULY Collaborative Advisory Team

It’s one of the pillars of XPX Atlanta and simply no other way to serve our client business owners! Integrating these concepts into your day-to-day will also help you grow YOUR practice. Let’s get real! Siloed, individual conversations with our clients CANNOT match the advice delivered by a coordinated advisory team. Passionate Collaborative Advisors, Maria Forbes (Firepower Business Catalyst), David Shavzin (The Value Track) and Bob Tankesley (Neri Capital Partners), will facilitate discussions and share real benefits that both they and their clients have seen through the collaborative mindset.

• How YOU benefit from driving and participating in advisor collaboration.
• What we mean by TRUE collaboration.
• How the client benefits.
• How you can be the catalyst for collaboration.
• How to have the conversation with your client.
• As always, get to know other advisors as resources for your clients.
• Gain an appreciation of the power of the XPX Advisor Principles!

Registration & Open Networking 11:15 AM – 11:45 AM

PARKING OPTIONS!!

SELF-PARK: We will hand you a validated ticket after the event to use at the gate as you leave.

VALET: Your valet ticket will state “The Buckhead Club”, so you will not need anything to retrieve your car.