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  • Chicago Loop Collaboratory Lunch

Chicago Loop Collaboratory Lunch

  • October 14, 2014
  • 11:45 AM - 1:45 PM (CDT)
  • Correa Law, 161 N. Clark St., 47th floor, Chicago.

Registration

  • One time only discounted first meeting fee.

Registration is closed
Chicago Loop Collaboratory Lunch

(Bring your own lunch & beverage)


The Inner Game of the Trusted Advisor – 

How do we set ourselves up for our best collaboration with our clients and our peers? 


A trusted advisor’s relationship with the beneficiary or client may need to align on different valences.  For example, one set of valences is to relate as peer-to-peer, parent/child, or parent/teenager.


Because the trusted advisor is often more comfortable in one role than another, what do we need to be aware of to timely pivot into the appropriate role?


In addition, what are the advantages - and the dangers - of our own filters and biases?  


Finally, how does this impact our relationship with potential clients?


RSVP today!

We'll also address out regular monthly meeting agenda items, including:


Announcements & Items of Interest, and

Round table of open trust issues.


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