EPI Wisconsin Chapter Event | January 18, 2024 Current Member 2022 ) essential for advisors seeking
Description
) essential for advisors seeking referral partners
organizing themselves
All attendees with receive a copy of the book Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value and Unlock Wealth written by Christopher Snider
Together with the creator of the playbook
offering valuable insights into industry developments
EPI Wisconsin Chapter Event | January 18, 2024 Current Member 2022 ) essential for advisors seekingLearn some of the marketing and business development tricks other CEPA's have used to build their practices. Learn how to identify and develop a prospect funnel Learn how to maintain an on going referral network How to close the project opportunity
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