Exit planning is wrought with misconceptions, owners are unsure, and therefore hesitant to venture down new paths, and at the end of the day, your biggest competition is not the advisor-next-door; it is owner inaction.
How can an advisor trigger owner action, win new engagements, and produce measurable results? Change your approach and engage owners on their level.
Witness owner education and business development at its finest in the ground-breaking, first-of-its-kind, closing Summit session: the LIVE Owner Roundtable!
In partnership with Chris Snider and the partners of Skoda Minotti, we are pleased to announce the first-ever, live Owner Roundtable session, performed on-stage with middle-market business owners currently positioning their companies for transition. Watch as Snider breaks down barriers, bridges the gap between the right and left brain, opens honest peer-to-peer dialogue, and demystifies the exit planning process.
An educated client is a better client. And your marketing and engagement strategy must do more than outline a value proposition; you must educate owners and in doing so empower them to make smarter decisions with confidence. The Owner Roundtable series produces results for advisors nationwide and advisors and owners at the EPI Summit will be spectators to an inspiring exhibition, as owners’ exit planning ignorance dissipates and is replaced by value-creating action.