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and potential clients
Once attendees are checked in
During this course
Keith will share what he wishes he had known prior to starting the process to selling
5 min commercial at event\
EPI Rocky Mountain Chapter Event | February 27, 2024 EPI Programs (General) and potential clientsTom and Marys CPA heard about your services from another local CPA, with whom you have worked in the past, and has requested lunch with you to learn more about your services. How will you approach this initial meeting with the CPA and express your expertise and interest to work with the owner on their advisory team. In this session, you will work through a hands on case study to develop your conversation skills. Through this case study, you will
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