24025 - Can We Dance if We Aren?t in the Same Ballroom? [ ] - Fleetwood Onsite Conference Recording

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24025 - Can We Dance if We Aren?t in the Same Ballroom?

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Scott D. Clarke, CFP?, CDFA?; Julie H. Quaid, JD and Honey A. Sheff, PhD

This workshop explores the challenges and frustrations encountered by a Collaborative team when there is variance in the goals and interests between the clients, or between the clients and the professionals, or between the professionals themselves, while demonstrating how to detect and resolve the misalignment without derailing the case.