Defining Scope, Responsibilities, and Decision Rights in the Planning Relationship with My Virtual COO + Wealthbox (CFP® CE)

Join Wealthbox and My Virtual COO for a practical webinar that helps advisors establish clarity and accountability in client relationships. Learn how to define scope, assign responsibilities, and set decision rights across clients, advisors, and external professionals. This session provides actionable strategies for coordinating with centers of influence, reducing misunderstandings, and delivering fiduciary-aligned advice while enhancing client engagement.

This webinar will cover:

1. Setting clear expectations for roles and responsibilities in the planning process
2. Documenting scope and decision rights to reduce confusion and errors
3. Coordinating effectively with centers of influence for seamless client delivery
4. Communication techniques that build trust, accountability, and stronger client relationships

This webinar was eligible for one CFP® CE credit. Attendance at the live event was required for credit.