Effective Sales Funnel Management:
What strategies do you currently use to win new business opportunities? And what is different about selling exit planning services? Do you understand how to fill your sales funnel and manage those opportunities effectively to the benefit of you and your existing clients?
Take a strategic look at your business, processes, and models, and explore how you can increase your revenue and streamline your marketing efforts through effective sales funnel management.
About the Presenter:
Learn from Exit Planning Institute Vice President, Scott Snider, on effective strategies for building success into your exit planning line of service.
- Identify how advisors successfully utilize exit planning in their existing practice
- What exit planning services have had success (value advisor, collaboration, both)
- How to successfully manage an exit planning sales funnel
Meet the New Chapter Leadership!
EPI Global is pleased to introduce the new Greater Chicago Chapter President: Brett Spencer, MS, CFP®, CEPA, of D3 Financial Counselors! Spencer, supported by the new leadership team including former President, Barry Goodman, Joy Mkrdichian, and Ed Nichols, will re-establish a monthly hub for Chicago advisors looking to expand their circle of influence and align with other top advisors operating within the exit planning community. Connect with Brett on June 26 or by reaching out now.
We’d also like to thank Barry Goodman, CEPA, CM&AA, CPA, of SVA Value Accelerators, for his years of leadership as the EPI Greater Chicago Chapter President! The Chapter has thrived under your stewardship and we look forward to your involvement and insights on a local, regional, and national level for years to come.
Doors open for breakfast and networking at 7:30 A.M. at Lloyd’s Chicago.
Address: One South Wacker, S Wacker Dr, Chicago, IL 60606