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Aug 16

How To Build A Winning Client-Engagement Strategy: Tips & Best Practices

August 16 @ 3:00 pm - 3:30 pm

Are you looking to take your Exit Planning practice to the next level? Join us for an exclusive webinar presentation on the benefits of having a BEI Marketing License and the tools most useful for successful advisors. In this informative session, we will delve into the numerous advantages of developing a practice-specific marketing strategy, not only for gaining new clients but also for retaining current ones.

Discover how adding even a few marketing tactics can enhance your credibility and open doors to new opportunities. We will also provide valuable client engagement tips that will help you establish stronger connections with your business owner clients. Whether you are a seasoned advisor or just starting out, this webinar is a must-attend event for anyone looking to excel in the dynamic world of business planning and advising. Don’t miss out on this chance to unlock your full potential and achieve marketing success.┬áRegister now to secure your spot!


August 16
3:00 pm - 3:30 pm
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