Outcome Driven Planning and Collaboration: It Starts and Ends With The Client’s Desired Outcomes

During this session, you will learn about the power of both ‘outcome driven’ planning and effective professional collaboration. First, you will learn what ‘outcome driven’ planning is (and isn’t) and the keys to effective outcome driven planning. Second, you will learn about your client’s/prospect’s decision-making process and what they want and need in order to both make a decision and act on it. Third, you will learn the top 5 things your clients want, the 5 steps to success with outcome driven planning, and both the power and purpose of effective collaboration. Finally, you will get a quick overview of multi-generational planning and how it fulfills what many of your clients want.

Learning Objectives:

• Define and Apply Outcome-Driven Planning
• Identify Client Decision-Making Needs and Success Factors
• Explore Multi-Generational Planning and Collaborative Strategies