ISPA Shines at IR Global’s “On the Road” Boston Conference

Kendall Rawls Author

Why settle for good when you can be the best?

This was the driving ethos behind the recent IR Global “On the Road” conference in Boston, where Kendall Rawls of The International Succession Planning Association® (ISPA) and Joe Girard of Change Grow Achieve joined forces for an exceptional event that left attendees buzzing with new ideas and opportunities.

"IR Global made quite an impression on us immediately. We were so impressed at the level of engagement, the professionalism, organization, and how like-minded the group was. We had such a good time participating in dinners, networking functions, workshops, and fun outings. As brand-new members, IR Global and their close-knit members really made us feel welcome," says Joe Girard of Change Grow Achieve.

The conference marked ISPA’s debut at an IR Global event following their groundbreaking partnership earlier this year. This collaboration between ISPA and IR Global, the fastest-growing global professional service network, promises to set new benchmarks for success across legal, financial, and business advisory sectors. The alliance combines ISPA’s extensive suite of succession planning tools with IR Global’s expansive network, equipping members with unmatched resources to drive client satisfaction and business growth.

IR Global: A New Era in Professional Services

Operating in over 165 jurisdictions, IR Global is transforming the traditional models of professional services. The network brings together top-tier professionals committed to ethical practices, sustainability, and client value, fostering a more integrated and cost-effective approach to service delivery.

A Strategic Partnership for Success

The strategic partnership between ISPA and IR Global leverages ISPA’s innovative tools and resources to enhance the capabilities of IR Global members. This synergy is set to empower advisors with comprehensive solutions tailored to the complex needs of high-net-worth business owners, creating a new standard in business advisory and strategic succession planning.

Event Highlights: Elevating Advisory Practices

The conference featured an engaging and interactive workshop led by Kendall Rawls and Joe Girard, titled “Growing Your High-Net-Worth Business Owner Practice.” This session was a highlight of the event, focusing on leveraging the IR Global network to create joint offers and develop go-to-market strategies. The workshop provided actionable insights on positioning financial and legal practices as essential business advisory services, which enhance client value, generate referrals, and foster long-term relationships.

Kendall Rawls shared her enthusiasm about the conference: “It was wonderful connecting with so many talented professionals at the ‘On the Road’ IR Global conference in Boston. As a first-time attendee, I was immediately impressed by the IR Global magic of connectivity and relationship-building. We’ve enjoyed continuing these conversations over Zoom, exploring new strategies and opportunities together.”

The IR Global “On the Road” Boston Conference not only underscored the power of professional collaboration but also set the stage for a future where exceptional service and strategic planning redefine success for advisors worldwide.

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