Maus Software, LLC Presents:
We tell business owners that they need to automate systems and processes in their businesses — but are you doing that in your advisory practice? In this session, Aaron Stine, CEO of Maus, examines how different types of CEPAs (Financial Advisors, Wealth Managers, Accountants, and Business Advisors) can build Inbound Advisory channels for their practice. Learn how you can start using Inbound Advisory to work asynchronously with clients to deliver more value in less time by automating the exit planning journey.
