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Sessions Overview

The Exit Planning Summit features an assortment of session types to fully immerse advisors in exit planning content from industry experts, partners, and thought leaders.

Better Practices for Engaging Women in the Value Acceleration Methodology Journey.

Are you interested in purchasing? See pricing here.

Tina Corner Stolz
  • Gain an understanding of the nuances of working and communicating with women  from experts in each of the 4 stages: 1)  Sourcing and supporting women clients 2) interviewing and working with them in the Discovery gate 3) how to them navigate the Decide gate 4) how to help women prepare for transition.
  • Participate in 3 roundtable deep dive discussions of your choice of the 4 stages to learn better practices, gain insights and tools to help your journey with working with women.
  • Make connections with other like-minded advisors  with intention that will last beyond the symposium.
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