Collaboration: Conversations with Allied Professions – AI Financial Planning

Unlock the benefits of true interdisciplinary collaboration with this a six‑part webinar series for estate‑planning professionals. In today’s complex estate‑planning environment, sophisticated clients expect more than technical competence—they expect seamless, coordinated, multi‑disciplinary guidance. Yet even the highest‑caliber advisers may operate in silos, unintentionally creating gaps, inefficiencies, and missed planning opportunities. This webinar series presents separate conversations with a CPA, an insurance adviser, a matrimonial attorney, an appraiser, and a financial adviser; and the developer of FP Alpha software —to demonstrate how true collaboration elevates both the client experience and the adviser’s practice. You will gain new insights on why collaboration is essential, how to implement it systematically, and strategies to promote it within your professional ecosystem. You’ll learn how to lead collaboration proactively, how to structure workflows with outside professionals, how to communicate more effectively across disciplines, and more.