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EP 9: Balancing the “People Side” of the Planning and the “Numbers side”
Episode Take-aways:
• How Activ8 can “unstick” a stuck case by getting all family or business stakeholders to the table to talk about their collective goals for the planning process
• Activ8’s proven strategies for facilitating the discussion with stakeholders to bring a plan to fruition
• Best practices for using Activ8 to support the discussion with your clients
Guest: Jay Cavanagh, Managing Principal, KNW Group, LLC and Erik Gabrielson, Founder Activ8
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By NFP
5
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Episode Take-aways:
• How Activ8 can “unstick” a stuck case by getting all family or business stakeholders to the table to talk about their collective goals for the planning process
• Activ8’s proven strategies for facilitating the discussion with stakeholders to bring a plan to fruition
• Best practices for using Activ8 to support the discussion with your clients
Guest: Jay Cavanagh, Managing Principal, KNW Group, LLC and Erik Gabrielson, Founder Activ8