Kick Off the New Year with a Plan to Predispose Your Clients to Yes Using Pre-Engagement Tools

From getting on the map, to having your COI’s connect you with a client, to conducting the initial contact and introductory meeting – the steps and experience prior to actual engagement are arguably the most important. These days your favorite prospective clients are checking you out before they ever meet you. Does your digital presence represent your true message and attract your favorite clients? And do your marketing materials match? Join Joe and Shelley as they share how to have your clients pre-disposed to yes before they ever meet you.

Learning Objectives:

Learn the 10 steps to partnering for engagement
Gain insight into what causes clients to say yes
Understand Facilitation for Summary to Action

About the Presenters:

Learn from industry experts, Joe Strazzeri, Esq. and Shelley Lightfoot, CEPA.

Meet the Presenters

Thank you to our Sponsors!

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This meeting will be held at Maggiano’s South Coast.

Address: 3333 Bristol St, Costa Mesa, CA 92626

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIOrangeCounty.org.