EPI Wisconsin Chapter Event | January 18, 2024 Current Member 2022 Together they will share experiences
Description
Together they will share experiences hard earned from planned transitions and those that were not planned
and methodology
ESOP FAQs: Unveiling the Essentials: Led by Keith Apton
) essential for advisors seeking referral partners
Together with the creator of the playbook
EPI Wisconsin Chapter Event | January 18, 2024 Current Member 2022 Together they will share experiencesLearn some of the marketing and business development tricks other CEPA's have used to build their practices. Learn how to identify and develop a prospect funnel Learn how to maintain an on going referral network How to close the project opportunity
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