Feb
12
XPX Web Discussion - Does your client need an exit planning quarterback?
Details
In our past discussions, we’ve heard from advisors who advocate for a quarterback position on the client advisory team. In this discussion, we’ll talk about the concept of a quarterback including:
- What is the role of an exit planning quarterback?
- What are the pros and cons of this approach?
- Where is the line between the client’s personal and corporate needs?
- What’s the alternative?
- If one is needed, who should it be and how should they manage their role?
Learn and share! Join the conversation on February 12.
We invite XPX Members and Leaders, and anyone looking to learn and share with us
Video participation not required but highly encouraged
MODERATOR:
Mary Adams, Executive Director, XPX Global - Mary's firm was one of the founders of XPX. For the past five years, she has guided the overall growth of the network including coaching a number of our successful Chapter launches.