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Ships within 48 hours · Estimated delivery Oct 12 - Oct 17
2 social events)
We will progress through the various stages of a successful transition and where advisors can add more value to your clients
We will be hosting a social event at Civility & Unrest where there will be a signature cocktail tasting and mingling
We are looking forward to hosting the annual social event in-person again
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EPI Twin Cities Metro Area Chapter Event | January 11, 2023 Masterclass 2021 2 social events)Work through a live case study showing how the Capitalize 21 step model using the five stages of value will help you deliver consistent exit planning advice at scale. This platform uses the IP that has been used to successfully exit over 800 clients over 12 years.
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