HOW TO ENGAGE A BUSINESS OWNER
During this event, hear from Heidi Westfall, Wealth Advisor, as she shares the actionable steps in engaging a business owner / leader to invest in the value acceleration process.
- To build a delivery method that gets ROI
- Engage business owners to take action
- Presenter a disruptor (or two) to an owners thought process
- Add value through visualization in under 5 minutes
About the Presenter:
Hear from industry expert, Heidi Westfall, Wealth Advisor.
Thank you to our Sponsors
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.
Meet Heidi Westfall:
As a wealth advisor, my greatest joy is empowering people to pursue their life goals through financial well-being. I am committed to adding value to my clients’ daily lives by building comprehensive plans and investment strategies that will define the path to wealth. I want to ensure that my clients make confident financial choices, so that wherever your individual journey takes you, you have a path and the support to new summits.
My clients are people just like you, people who own businesses, financially independent women, people looking to build a legacy, or those looking to live their best life. Whether you are building your financial future or need an advocate to guide you through your financial decisions, it all comes down to asking the right questions. I help you to ask the right questions.
I was raised in a family who knew the values of thinking outside the box, if we didn’t know the answer or have the right part, we were taught to figure it out, create a solution and make it better. As your financial hub, I bring all aspects of your financial life together to work for your benefit. It’s about building the right financial solutions for your life. I am committed to helping you define your wealth and build a plan to pursue financial independence.
My passion for fly fishing, steep chutes and floatplane adventures have taught me about the importance of plotting your path. Whether plotting a flight or picking the right line to ski through the steeps, the same discipline applies to plotting your path when it comes to your finances, and I am your guide towards your goals.
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