Any business owner who provides services to clients can leverage strategic alliances to maximize client experience and create a 4X value for his/her company’s own bottom line. This can be achieved in just a four year period.

This approach is aimed to dispel the old ways of getting referrals. You will walk into a new world of building meaningful relationships that will transform the client experience in a collaborative fashion.

You will learn how to:

1. 1. Use a system to mold a relationship together to serve as an outside division for that business’s top clients
   2. Find the ‘right’ key alliances
   3. Collaborate with the strategic alliance for a world-class client experience
   4. Build a strategic alliance plan to be a guide for the relationship.

Molly Grubb is a successful entrepreneur, speaker, author and the founder of Grubb Wealth Management. Grubb Wealth acts as a personal CFO to the most successful business owners and has designed a virtual family office. The family office allows Grubb’s clients to have access to the best tax advisor, legal, risk management team and more on an adhoc basis.

For more than 10 years Molly has had the privilege of coaching business owners on how to be even more successful so they can gain more control of their businesses to allow them to achieve all that is important to them personally. Previously, she led business services and investment teams at National City and Key Bank.

Molly is a wealth management professional and earned her B.S. degree in Actuarial Science at The Ohio State University. She is an Accredited Investment Fiduciary and Certified Business Exit Consultant. To contact Molly Grubb, call (614) 461-3205 or send e-mail to: Molly@GrubbWealth.com. Connect with Grubb Wealth on Twitter: @GrubbWealth

Event is free and includes a light lunch.

Event Timeline:
11:30am – Networking & Lunch
12:00N – Program Begins
1:00pm – Networking Resumes