Showing the single result

  • Business Owners & Planning

    The Evolution of Planning with Entrepreneurs – What’s Next? (Gathering 2016)


    Financial, legal, and tax products and structures are NOT what entrepreneur clients are seeking.  Join Eve and Matt as they reveal how C-suite options and staffing may have you be seen as the advisor that truly helps the business grow and the owner take a step back. Create value for your clients, planning/product opportunities, and the asset your clients have always wanted – market for and help clients in a whole new way.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Eve Nasby and Matt Brogdon, PRC

    Add to cart