EPI Rocky Mountain Chapter Event | March 9, 2023 Book and what exercises you can
Description
and what exercises you can perform with your clients in order to facilitate a successful exit
Alternatively
meticulous asset management
Practice Launch Lite (4 CEPA CE Credits)
A growing business is a healthy business
EPI Rocky Mountain Chapter Event | March 9, 2023 Book and what exercises you canThere are many critical junctions for an owner on their businesss evolution. As a professional advisor, it is critical for you to understand where they are to be able to offer them the most impactful advice. Sean Hutchinson will share the Ready for Next approach to understanding where a client is and how to quickly identify their needs, understand what you can offer and how to move them forward. There is currently a bull market for exit planning. This
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