Being a First-Choice Advisor is more than just curating occasional brainstorming sessions or special events with your clients. It is how you interact with them on an everyday basis. In the First-Choice Advisor “5C’s” series, we will explore how your client teams can consistently set themselves apart from competing firms by living out the “5Cs” with their clients every day. Over the course of three sessions, we will delve into the “5Cs”: Caring, Curious, Collaborative, Critical Thinkers and Courageous. You are welcome to sign up for one, all three or any combination as you see fit. This particular session will cover two of the “5C’s”: Collaborative and Critical Thinkers.