You’ve worked hard to build a practice you are proud of, but are you wondering what’s next? How can you enhance your practice and get engaged, compensated, and valued for the work you love the most?  Join Joe to learn game changing insights into what it takes to address the true, underlying obstacles that prevent business owners and their families from achieving a successful exit. Provide better results for your clients while also creating a practice that represents who you want to be.

LEARNING OBJECTIVES:

• Learn the “master key” to the continued success of advanced wealth planners who equally balance soft and technical skills
• Find your personal path to counseling and what’s behind your clients’ stated needs, to drive deep and long-lasting engagements.
• Reduce your team’s and your clients’ anxiety and frustration to obtain better and long-lasting results.

(Purchase of this product will include a link to the video presentation, an audio presentation, and a pdf copy of the presentation.)

Presented by Joe Strazzeri, Esq.