Silos
May 28th, 2008
I’ve spent a lot of time so far this year traveling to various meetings and conferences where there are gatherings of small pockets of advisors, financial and legal professionals mostly, all of whom are totally dedicated and committed to improving the way they serve their clients. Advisors in Philanthropy, Legacy Wealth Coach, National Network of Estate Planning Attorneys, Sudden Money Institute and SunBridge so far. The various meetings and conferences are all good, maybe even great. Good content, great ideas, great hallway conversations. Each organization has a slightly different slant or approach but they are all delivering a similar message. We keep talking about professionals working in silos and the need to take the silos down. Well these groups are just (slightly) bigger silos.
It’s very inspiring. And very frustrating. Frustrating because these pockets of advisors are so small. Frustrating because they’re so dispersed professionally. Geographically. I’d love to find some way to get all of these professionals in the same place at the same time just to see what would happen. Any ideas?
Entry Filed under: Estate Planning
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