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David W. Holaday, ChFC, CAP®
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Breakout Session
Tuesday, May 1, 2018 | 9:25 AM

Principles of Effective Collaboration  

David W. Holaday, ChFC, CAP®, Wealth Design Consultants

The National Association of Estate Planners and Counsels has published a white paper called High Performance Professional Teaming.  It is one of an increasing number of articles, papers and books describing the benefits and process for collaboration.  In this session we will address: Why do you care?  How will it help you? How will it help your clients? How do you actually do it?  What tools and templates do you need? What can go wrong and how do you avoid pitfalls?

Attendees will be able to answer these questions at the end of the session:

  1. What is collaboration?
  2. What are the benefits of collaboration to you and to your clients?
  3. What is the process for collaboration?

 

 

David Holaday, Founder, Social Sector Partners, Santa Monica, CA

David Holaday has over 30 years of experience as a financial consultant. He is the founder and Managing Member of Wealth Design Consultants, LLC, which offers case design, analysis, and presentation services to organizations and individuals that serve high net worth clients. Clients of the firm include lawyers, financial advisors, family offices and charities. He has a national reputation for developing unique and comprehensive solutions for complex family situations and often collaborates with the client’s existing tax, legal, insurance, and investment advisors. Previously he co-founded and later sold The Wealth Design Center (a technology, training, and consulting firm) to a publicly traded company. Dave also served as Director of Intellectual Property at Renaissance Inc., an Indianapolis based provider of charitable consulting and trust administration services.

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