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May 14, 2018

EPI Webinar – Standalone Practice Launch

$25.00 $0.00

The EPI community is home to advisors from across the industry, with different entering disciplines and varied goals for how they will integrate exit planning services into what they do.  For many, they tack on exit planning services to their existing firm and product.  For some, they take the plunge and create standalone firms fully dedicated to provide exit planning and value growth services as their exclusive offering.

This is no small feat.  It demands a high level of entrepreneurship, leadership, and organization. This month, we are thrilled to have a successful expert who accomplished just that.  And, this session will give you the insights you seek and an open-mic opportunity to ask your questions, share your knowledge, and develop best practices.

(Purchase of this product will include a Video recording of the presentation.)

Presented by Steven Mancini, Esq. and Shelley Lightfoot, Executive Director

The EPI community is home to advisors from across the industry, with different entering disciplines and varied goals for how they will integrate exit planning services into what they do.  For many, they tack on exit planning services to their existing firm and product.  For some, they take the plunge and create standalone firms fully dedicated to provide exit planning and value growth services as their exclusive offering.

This is no small feat.  It demands a high level of entrepreneurship, leadership, and organization. This month, we are thrilled to have a successful expert who accomplished just that.  And, this session will give you the insights you seek and an open-mic opportunity to ask your questions, share your knowledge, and develop best practices.

(Purchase of this product will include a Video recording of the presentation.)

Presented by Steven Mancini, Esq. and Shelley Lightfoot, Executive Director