EPI Greater Philadelphia Chapter Event | March 21, 2024 2024 Summit and retaining clients by utilizing

and retaining clients by utilizing a new set of communication and counseling tools

Why marketing strategy is crucial to exit planning

many of whom are approaching retirement years

Exit planning is the fastest growing marketplace within the financial and professional services industry

capable of serving business owners in Orlando and surrounding areas

EPI Greater Philadelphia Chapter Event | March 21, 2024 2024 Summit and retaining clients by utilizingAfter meeting initially with Tom and Mary and their advisory team, how would you suggest continuing in the exit planning engagements? Would you suggest they complete a Triggering Event? In this session, you will work through a hands on case study to develop your skills. Through this case study, you will collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice. Learning Objectives: What is the