Discuss with a panel of experts on what strategies have worked well to get clients/prospects to move forward with planning. What are the typical client hold ups? How to best address client resistance and what gets business owners excited and engaged in planning?
- What hold ups do business owners have on planning for their transition
- How to best address the resistance to planning
- How to get owners excited and engaged in planning
- How to get owners to move forward in planning
About the Presenters:
Learn from a panel of industry experts including Barry Goodman, Larry Gard, Scott Sandee and Michaeline Gordon on how to better engage your clients and prospects in planning their future exit.Meet the Presenters
A Note From EPI:
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 July 31 or by reaching out now.
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