LINK for NAEPC: Working in Collaboration


Successfully work with other professional advisors.

What's included?

8 Quizzes
31 Texts with Videos

Designed (and priced) specifically for NAEPC, enroll in LINK: Working In Collaboration.

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Operating as a team almost always sounds like a good idea, until we have to actually operate as a team.

Fact: Take any two people, no matter how much they like and respect each other, put them in a room and it’s just a matter of time before it becomes a competition for the truth. Working together can be tough, even when it’s good.

The problem with working collaboratively is that most people are very well-intended, but poorly equipped to be part of a collaborative team. Most people don’t even know the differences between cooperation and collaboration, let alone how to make them work successfully.

This program is directly aimed at the mindset, process and tools to create and operate in powerful, collaborative teams.

Wealth holders need a team. The better you can work in that team, the better results they get, and the better results you’ll enjoy.

It’s time to turn the corner and succeed on your terms, and help others do the same.

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Course Recap & Action Steps

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Todd Fithian
Todd Fithian
Managing Partner

Todd's thinking and experience change the game.

Todd is a recognized leader and an industry advocate for professional advancement. In 2007 Fithian co-authored The Right Side of the Table: Where do you sit in the minds of the Affluent and recently published a 2nd book, The Future of You, in collaboration with 19 wealth advisors he has trained. Nationally recognized for his contributions to the industry, Todd is a frequent speaker at industry conferences throughout North America. Todd currently serves as a board member of the American Colleges, Chartered Advisor in Philanthropy (CAP) and the International Association of Advisors in Philanthropy.

David Holaday
David Holaday
Collaboration Faculty

David brings real-world expertise.

David Holaday has over 25 years experience as a financial consultant, and is the founder and managing member of a firm that offers case design, analysis, and presentation services to organizations and individuals that serve high new worth clients. 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 advisers.  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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