BUILD AN ALLSTAR NETWORK ON AND OFF THE SCREEN USING LINKEDIN AND IN-PERSON
Robust networking is a crucial skill for sales people and career driven professionals. These skills work for introverts and extroverts alike. As the digital age takes over, developing an ALLSTAR NETWORK™ is a systematic and proven way to build and manage your key relationships. We all have the same amount of time each day. Yet, some people accomplish so much more than others. What is it that they do that makes them successful, noticed, connected and results-oriented? Learn the impact framework for reaching your relationship goals, building connections and taking genuine action. Be strategic as you build relationships and your connection stories. Start building a Top 25 list of people and expand to an ALLSTAR NETWORK™ relationship list. You will energize your career, your team and your sales results. Gain more inspiration and several immediate new habits.
Learning Objectives:
Attendees will learn:
- To build a strategy for developing your network connections
- To become more self-aware and know the value you provide. Gain insights into your personal brand and three words to be known for as you tell your story
- To develop an ALL STAR NETWORK™ relationship map and how to expand your reach as an introvert or extravert- Three steps to take action to meet, develop and maintain relationships with key people
- Handouts: ALL STAR NETWORK grid™
The audience will leave with:
- More confidence to increase and build relationships on & off the screen
- Skills to network in a variety of situations
- Specific tactics to grow their relationship
About the Presenter:
Hear from industry expert Cathy Paper.
Thank you to our Sponsors
Event Location
Event Details
Who Should Attend?
-
Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
-
CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
-
Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
-
Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
-
Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
-
Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
-
Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
-
Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
-
Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
-
Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
-
Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
-
Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
-
Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
-
Private Business Owners
-
Members of Family Business Boards
-
Professional Advisors
-
Business Consultants
-
Other Business Professionals
-
Business Owners
-
Business Owners & Their Trusted Advisors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
Cathy Paper, M.A. is the founder of RockPaperStar, a consulting firm that specializes in coaching and training for individuals, business owners, and executives by offering creative programs to improve process and performance. Cathy has coached leaders at Best Buy, Paramount Pictures, John Deere, Apple, and Zappos as well as many Minnesota-based privately held companies and service firms. With energy and enthusiasm, Cathy shares her networking savvy, change management expertise and marketing skills to guide dedicated leaders to define and reach goals for their teams and organizations. Her naturally competitive nature —Cathy runs, played rugby and was a Minnesota State Tennis Doubles Champion— is inspiring and contagious. Cathy earned her BA at Williams College and holds a Master’s Degree in Organization Development from the University of St. Thomas. She is a national speaker, a columnist for the American City Business Journals; a winner of the National Association of Women Business Owners “Woman on the Way” award, given to a woman business owner who has demonstrated ahead-of-the-curve achievement for herself and her company; and Minnesota Business Magazine’s “Real Power 50.”