It is our experience that clients benefit from having their advisors collaborate rather than work in silos. However, when there is no uniformity and process, the client experience is diminished. In addition, this experience disincentivises the advisors from collaborating in the future.
To bridge this gap, we have developed and refined the Tailwind Academy for Professional Advisors.
- Professionalize the client & collaborative advisor experience.
- Convert the abstract to conceptual and tangible.
- Receive introductions from collaborative advisors such as CPAs.