Join the Client Experience Institute as we conduct a webinar for the Exit Planning Institute (E.P.I.) to provide insights about how the professional advisory community can create distinctive value during this time of need. Click here for registration details.
Whether an eventual exit is eminent, or we need to focus on muscle building the client’s business, learn some valuable techniques and approaches that will compliment your role as a trusted advisor.
- Learn how to utilize the six value creation levers
- Understand how to deploy the PACT approach to other advisers
- Be introduced to an advisor readiness assessment