Many professional advisers overlook the importance of building out a successful team. The truth is, your team could definitely make or break your practice. Having advisers you know, like and trust is essential to building a successful exit planning practice and Julie Keyes is going to share some insights and practical tips you can use to make it a winning situation for everyone, especially your clients.
- Learn how to find and vet prospective team members
- Learn how to develop best practices in working as a team
- Identify ways to make your team your primary referral source
- Identify various professionals outside a normal exit planning team and how best to utilize their expertise in an exit planning engagement
About The Exit Planning Advisor Playbook Series:
The EPI Exit Planning Advisor Playbook Webinar Series is a FREE weekly web-based continuing education presentation for EPI members and the general public.
How are financial advisors, accountants, consultants, attorneys, and M&A advisors implementing what they learned through EPI inside of their practices and with their owners? This webinar series is for professional advisors who are looking to build out a significant practice by incorporating exit planning concepts and processes into their marketing and services. Advisors also want to drive best practices and have better conversations with business owners. This series will feature experts in practice development, practice management, marketing and branding, delivery of exit planning services, tools and resources, and strategic planning. Accompanying speakers will be advisors just like you, sharing their stories. Register today and enhance your exit planning knowledge every month with EPI!