Business Owner Prospecting and Engagement Choose Program Dates:NOV 16 - DEC 17 (2026) we'll delve into the intricacies

we'll delve into the intricacies of exit planning

By dissecting a real-life example

and business assessment correlated to the business range of value

5-minutes allotted for sponsor to introduce its services to event attendees

During the virtual

Business Owner Prospecting and Engagement Choose Program Dates:NOV 16 - DEC 17 (2026) we'll delve into the intricaciesBusiness Owner Prospecting and Engagement equips Certified Exit Planning Advisors with the insights, language, and tools necessary to attract, engage, and retain business owner clients. This EPI Academy Mastery Series is grounded in industry research and practical application, this course helps advisors go beyond theory, transforming data into actionable strategies, conversations into commitments, and one time engagements into long term relationships.