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Enroll in the Selling to Business Owners Bundle today and embark on a journey toward unparalleled sales success
Self-Paced) Empowering Conversations with Business Owners: Elevate your advisory practice and master the art of impactful conversations with business owners
We will also be reviewing an exit planning case study if time permits
Topics include generational dynamics
But to the business owner
Financial Advisor Bundle (Corporate Legacy) Drive Value Enroll in the Selling toLearn how to elevate the impact of your CEPA credential as a financial advisor and better position yourself to qualified business owners with this diverse set of resources and tools, providing a unique focus on the financial advisor's role on the exit planning team. This bundle includes: EPI Academy: Get exclusive access to two online, self paced EPI Academy courses, including: Implementing Value Acceleration as a Financial Advisor: Join EPI's 2022
