How do we as advisors begin to better engage the business owner and help them to understand the potential of their company and the future of their exit? It’s done through value-added conversations, a discovery, and an educational process leading the owner down a value path. These tactics and tools are shared in the Best Owner Engagement Tactics of 2021.

While you’re here, check out our Accounting Firm Strategy webinar series!

Business owners are in search of advisors who can have deeper conversations about how to grow value in their business. That process starts before the owner becomes an actual client and it starts by having a value-added discovery and educational conversation. Top experts share their secrets to better clients, higher close rates, and deeper discovery.

Register Now

Webinar Details:

Tuesday, June 1, 2021 | 1:00 P.M.- 3:00 P.M. ET | GoToWebinar

JOIN THE ROBUST NETWORK

JOIN THE ROBUST NETWORK

Connect with a network of advisors who are growing value for advisors

DOWNLOAD THE CEPA BROCHURE

DOWNLOAD THE CEPA BROCHURE

Take the next step in your practice, engage more with business owners, and become the most valued advisor

ACCESS EDUCATION

ACCESS EDUCATION

Check out free exit planning education that delivers results and grows value