Mike will define collaboration and the great wealth transfer, engaging the audience in a high energy interactive session. Mike will use elements from three of his books in today’s presentation: Peaceful Resolutions, The Servant Manager and Business Valuations and the IRS. Brain science will be applied to enlighten participants on the steps necessary to explore and enhance opportunities for better client outcomes. Mike will introduce the NAEPC Legacy learning on Multi-Disciplinary Teaming and expand on how attorneys, CPAs, CLUs, financial experts and business valuers can enhance client outcomes through collaboration. The processes of de-escalation, communication, conversation, listening, discussion, negotiation and compromise leading to collaboration are presented, giving participants the tools they need to apply them immediately in their practice.
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