ADVANCED MARKETING & BUSINESS DEVELOPMENT TRICKS TO FIND, CLOSE, AND DELIGHT YOUR CLIENTS
This event is designed to equip business advisors with advanced marketing and business development strategies. Attendees will learn effective techniques for identifying dream clients, converting prospects into customers that become brand ambassadors. The session will feature expert insights, practical tools, and actionable tips to enhance your business growth and client acquisition efforts. This event will be joined by Subject Matter Experts (SME) Steve Schaefer, SalesStar and Julie Collins, Knot-Magic.
Learning Objectives:
1. Identify High-Value Prospects: Learn how to pinpoint and target the most promising prospects using data-driven strategies and market analysis.
2. Develop Effective Marketing Campaigns: Gain insights into creating compelling marketing campaigns that resonate with your target audience and drive engagement.
3. Master Client Conversion Techniques: Discover proven methods for closing deals and building long-term client relationships through effective communication and negotiation skills.
4. Delight Client for Retention: Discuss successful processes to not only maintain but exceed your client expectations so they become a sustainable referral source.
About the Presenter:
Hear from industry experts Steve Schaefer and Julie Collins
Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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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.
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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.
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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.
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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.
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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.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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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.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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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.
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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.
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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.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
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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
Steve Schaefer is a seasoned creative sales and business leader who has a passion to coach and develop individuals and teams of people by setting them up to WIN at what they do! Steve has an extensive sales and leadership background developed over 30 years. During his career, he has had the privilege to lead high powered sales teams who achieved record breaking results. Over his corporate career, he has held positions as a salesperson, sales manager, Director/(G.M.), VP of Sales and President of companies ranging from small private companies to Fortune 500 corporations. Early in Steve’s career he served in the U.S. Navy Reserves for 12 years. Additionally, he studied, lived and has done business in Germany.
