Adopting a Business Catalyst Mindset
to Drive Value Acceleration

FREE EDUCATION WEBINAR SERIES

Adopting a Business Catalyst Mindset to Drive Value Acceleration


Join the Client Experience Institute as we provide insights about how the professional advisory community can create distinctive value during this time of need.

Whether an eventual exit is eminent, or we need to focus on muscle building the client’s business, learn some valuable techniques and approaches that will compliment your role as a trusted advisor.

 

Learning Objectives:

  • Learn how to utilize the six value creation levers
  • Understand how to deploy the PACT approach to other advisers
  • Be introduced to an advisor readiness assessment

 

About the Presenters:

Learn from industry experts Judy Bodenhamer & Marc Rosen. Co-founders of Client Experience Institute™.

Meet the Presenters

BEST INDUSTRY CONTENT

Exit planning is one of the fasting growing industries in the financial/professional services industry and EPI is committed to bringing you the best industry content…right at your fingertips! We are proud to offer hundreds of free webinars each year to keep you current on technical, business development, and special interest topics: all designed to help you sharpen your skills and advance your career.

About the Presenters


Judy Bodenhamer

Judy Bodenhamer

Co-founder of Client Experience Institute™

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Marc Rosen

Marc Rosen

Co-founder of Client Experience Institute™

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