Empowering Conversations With Business Owners Summit Shop 2022 understand what you can offer

understand what you can offer and how to move them forward

will show you how to deploy these conversations to better engage business owners

a robust Financial Plan is indispensable

This three-module course is an expansion of the playbook and introductory call by the Exit Planning Institute that instructs advisors on the first 120-days post-CEPA program

and offerings

Empowering Conversations With Business Owners Summit Shop 2022 understand what you can offerThe Empowering Conversations With Business Owners course was created to take you through the five most critical conversation starters you can have with business owner clients. During this course, host and EPI President, Scott Snider, will show you how to deploy these conversations to better engage business owners, and what resources and tools to use along the way.