Just like you, we hear it all the time “I’m a CEPA, now what?” Sure, determining your role in the exit planning processing, and then clearly conveying that to your referral sources, prospects, and current clients is the key to solidifying engagements and long-lasting relationships. But given your clients’ complexity of needs, what professional gaps do you need filled to find/engage these clients, maintain your role, and be successful?
Come hang out with Joe and Shelley as they help you narrow the playing field. You will gain some valuable language and tools about Advanced Tax Planning and Value Acceleration work (utilizing the Law Firm of Strazzeri Mancini and The Founders Group, respectively) as well as obtain access to an online tool for you and your team to take a frank look at your practice, compare notes, and decide how to Elevate Your A-Game.