Financial Advisors Best Practices Panel
About This Panel
In this best practices session, advisors will gather insights on marketing, implementation, and how to build exit planning teams. They will also learn how to manage the Value Acceleration Methodology, what tools and resources to use, and how to incorporate the methodology into their practice successfully.
Understand how to launch an exit planning practice
Understand how to integrate the CEPA process and concepts into your conversations
Understand the appropriate marketing tactics needed to launch and engage owners
Understand how to engage business owners with better conversations