Client Partnering

Showing 25–36 of 65 results

• Sale!

  EPI SD 2026 – January 14 – Shoulda Coulda Woulda: Managing the Fallout of Unplanned Exits

  $50.00 Original price was: $50.00.$0.00Current price is: $0.00. Add to cart
• Sale!

  EPI SF 2025 – July 7 – The Five Conversations That Drive Business Succession Planning

  Read more
• Sale!

  EPI SF 2025 – June 2 – Opening Conversations with Business Owners

  Read more
• Sale!

  EPI SF 2025 – October 6 – Put a Pin in It – Meeting Your Clients Where They Are

  $50.00 Original price was: $50.00.$0.00Current price is: $0.00. Add to cart
• 

  Fearless Transitions: Equipping Entrepreneurs to Slay their Inner Dragons and Embrace Change

  $25.00 Add to cart
• 

  Finding Your Groove in 2022

  $25.00 Add to cart
• Sale!

  Funding: The Critical Role of Advisors

  $25.00 Original price was: $25.00.$0.00Current price is: $0.00. Add to cart
• 

  Getting Clients to Yes

  $25.00 Add to cart
• 

  How to Become the Trusted Advisor to Business Owners (Specific to the Sale of their Business)

  $25.00 Add to cart
• 

  Learn What’s Behind “Pulling the Trigger” and Engage Your Succession Planning Clients 80% of the Time

  $25.00 Add to cart
• 

  Master Counseling & Then Collaborate or Partner to Engage Your Perfect Client

  $25.00 Add to cart
• 

  Monetizing Current/Future Business Owner and Advisor Relationships

  $25.00 Add to cart