Advisor Collaboration is a free virtual drop-in program for financial advisors and planners. We have set up a group on LinkedIn called “Advisor Collaboration” which is open to wealth planners, financial advisors and planners. Through this group, you can participate in discussions that we initiate or start your own.
Through our experience of being a financial advisor, managing or coaching financial advisors, we have heard a constant message at advisor gatherings – “We like to have the opportunity to spend time with other advisors so that we can share ideas and discuss problems.”
Advisor Collaboration are non-promotional, safe environments for you to participate, share ideas and resolve problems.