Collaborate With Valuation Professionals Who Complement Your Strengths to Better Serve Clients

BVResearch Pro
Training Event Transcripts
February 22, 2022
Ericka Heiser, MBA, CVA
Victor Werley, CFP, ChFC, CDFA, CVA, MAFF, CFE
practice management and growth
business valuation profession, practice management

Summary

Join Erika Heiser and Victor Werley to learn how to effectively collaborate with other valuation professionals to better meet clients’ needs. Fostering a relationship with other professionals helps create a trusting and client-centric environment that ensures basic business functions, such as confidentiality agreements, co-branding, and logistics, are met, which are critical to long-term success. As a result, you can better serve clients, generate more professional opportunities, become experts in specific fields, create a sounding board, and, of course, have more fun!
Collaborate With Valuation Professionals Who Complement Your Strengths
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