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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.

Every business has areas where they aren't as effective as they could be. Following up on leads? Staying in touch with people? Nurturing and educating prospects? Creating raving fans? Let's map out the steps in your business and see where the gaps are and how we can fix that with automation so it never happens again.

  • Identify some of the areas in your business where things fall through the cracks?
  • Then find out how automation can make sure that doesn't happen in the future.
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