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Northshore Trust Collaboratory Lunch

  • February 21, 2017
  • 11:45 AM - 1:45 PM
  • Journey Care Center, 2050 Claire Court, Glenview, IL 60025


  • Members attend without admission charge.

Registration is closed
Northshore Trust Collaboratory Lunch

(Bring your own lunch & beverage)

How to Create a Thriving Generative Practice 

An advisor who uses client-centered, best practices should be more sought out and more generously compensated. 

Or so we’d like to think. 

We’d love to think that the professionals in the intergenerational space enjoy financial reward commensurate with their generativity.

But does the one really correlate with the other? 

What special packaging, marketing and client communications issues do we have?  

Bottom line: What would be helpful to take our own practices to the next level?

Join us as we share our success stories, our challenges – and our questions! -- in a peer-to-peer discussion. We hope to get some insights and direction from our two embedded experts, Mike VonLunenCultivate and Trisha Squires DahoEmpowered Leadership.

RSVP Today!

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