Putting the client at the center means that all of their partners/advisors need to be working together! Join us to learn how your role is vital in this integration. This will include a break out session/discussion for identifying your unique role in being part of an effective team.
- Understand that excellence in business planning requires a team approach with the client at the center
- Learn about the role of the advisory team to ensure the owner can control their outcome
- Learn the three components of a successful business strategy
- Discover how different practices leverage their CEPA designations
Meet the Presenters:Meet the Panel
This Event is Free! Thank you to our sponsors:
This meeting is sponsored by Epiphany Law, Journey Consulting, Schenck SC, Sagemark Consulting.
This meeting will be held at The Marq.
Address: 3177 French Rd De Pere, WI 54115