How partnering with Compass Point can elevate your client relationships

FEBRUARY 27, 2025
12:00 PM to 12:45 PM
Zoom Meeting

What could it mean to you, your firm (and your bottom line), if you could add more value to your client relationship?

More opportunity?
More revenue?
Deeper trust?

This virtual Lunch & Learn is an informative event to help other professional firms working with family-owned businesses to better understand how Compass Point can elevate their client relationship through the work we do – and the results we achieve.

What you’ll learn:

• How to identify key indicators that clients need the Six Pillars
• How our Six Pillars of Your Family Business Framework helps family businesses
• A variety of ways you can deliver added value to your clients
• What it means to be a COI (circle of Influence) partner
• The short-term and long-term benefits of a COI partnership
• How to use our Partner with Us page

When clients succeed, we do too. Let’s grow together. RSVP today!