Practice Management
Showing 37–48 of 154 results
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EPI OC – Mar 11 – The Legal Side of Deal Flow – Where are We Now?
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EPI OC 2021 – July 8 – Transforming Your Money Relationship Attracts, Increases, and Engages More Business Owner Clients
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EPI OC 2021 – June 10 – SHOOT OUT: NINGs, WINGs and DINGs
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EPI OC 2021 – May 13 – AN EXCERPT FROM THE CEPA PROGRAM– INTEGRATED TAX, ESTATE, AND CHARITABLE PLANNING FOR BUSINESS OWNERS
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EPI OC 2023 – Aug 10 – Speed Dating Part 3: Always Know Who to Call!
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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 2023 – July 13- Maximize the Value of Human Capital
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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 – Mar 17 – Tools to Add Exit Planning to Your Practice
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