Client Partnering
Showing 13–24 of 65 results
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Create a Practice that Reflects Who You Want to Be
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Engaging Physicians: Where Are We Now?
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EPI OC 2023 – January 12 – Kick off the New Year with a Plan to Predispose Your Clients to Yes Using Pre-Engagement Tools
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EPI OC 2024 – August 8 – Mastering Counseling & Then Collaborate or Partner to Engage Your Perfect Client
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EPI OC 2025 – November 13 – Helping Business Owners Choose Their Transition Path
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EPI OC 2025 – September 11 – Counseling to Commitment in 3 Parts
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EPI OC 2026 – January 8 – Shoulda Coulda Woulda: Managing the Fallout of Unplanned Exits
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EPI SD 2023 – January 18 – EPI San Diego – Kick off the New Year with a Plan to Predispose Your Clients to Yes Using Pre-Engagement Tools
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EPI SD 2024 – August 21 – Mastering Counseling & Then Collaborate or Partner to Engage Your Perfect Client
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EPI SD 2025 – November 12 – Helping Business Owners Choose Their Transition Path
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EPI SD 2025 – September 10 – Counseling to Commitment in 3 Parts
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EPI SD 2026 – February 11 – AI Proof Your Practice with Advanced Counseling and Planning Tools
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