WEBINAR: The Story of You: Serving in Challenging Times

We are facing all of the stresses and strains we had before. On top of those, we have a whole new landscape to try to figure out. Don’s presentation and conversation will focus on a list of challenges most pressing for his current clients, as well as anything you’d like to talk about.

Program Objectives:

1. To enable the audience to serve more effectively given COVID.
2. To have a greater impact on clients.
3. To grow their businesses in uncertain times.
4. To acquire new or improved skills in areas including listening, discovering, and delivering legal advice and counsel. All critical in advising clients as they reconsider, restructure, and sort through legal and other matters of their estate and tax planning.

SPEAKER:

Don Scott has been an advisor and coach to professionals, executives, business owners, and high-net-worth families for over 35 years. A former Arthur Andersen partner, Office Managing Director for a wealth management firm, a CEO, CFO, and COO. Don has helped a multitude of individuals and businesses define their next success, and then create it.

More than just a deep financial background, Don has a Master’s Degree in Spiritual Psychology from the University of Santa Monica. He is a coach, with a robust and unique background. Don helps clients rediscover their own worlds, through a new lens. The external, the internal, and the powerful connection between the two. His process guides you to discovery. To define your next success, on your terms. And, then create it!

REGISTRATION FEES:

There is no charge to participate in this webinar, but pre-registration is required.