High Performance Teaming and Professional Collaboration
The National Association of Estate Planners & Councils (NAEPC), formed in 1962, functions with the abiding conviction that: (1) the team approach to estate planning is essential to the creation of an estate plan, to which every consumer is entitled; and (2) this team approach is what best serves the client.
The most essential, defining characteristic of a high performance, multi-disciplinary team is an explicit collaborative process—one that’s articulated to the wealthholder(s) and to each and every advisor on the team.
Insurance News Net, "High Performance Teaming and Professional Collaboration" (2016). In the News. 1299.