The time is now to take advantage of a great opportunity to meet and work with business owners. The pandemic has forced us to work more remotely and some of you have worked well in this environment while others have had some challenges.
The new market is virtual and will continue to grow even once we go back to face to face opportunities.
This workshop will go through the market trends along with a clear understanding of how to run your own virtual roundtable.
- Market & Trends for virtual roundtables
- A check list of what to do and not do
- An outline on how to get started
About The Exit Planning Advisor Playbook Series:
The EPI Exit Planning Advisor Playbook Webinar Series is a FREE 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!