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                GROWTH. TRANSFER. LEGACY

How to Use STPI's Handbooks to Change Lives and Expand Your Practice, 10/25 Webinar

  • October 12, 2017 4:38 PM
    Message # 5311228

    If you are an RIA, a financial advisor, accountant, banker, business succession advisor, exit planning advisor, business growth coach, business valuation consultant, lawyer, or involved in mergers and acquisitions, and want to help more clients, this webinar is for you. 

    REGISTER (10/25 at 2PM (ET)

    You will learn: 
    How you can use our new handbooks on Business Succession, Retirement, Divorce, Widowhood and the Empty Nest in short coaching sessions for client (such as business owners, executives and professionals) to become prepared to begin doing REAL planning for their business and personal futures. You will also learn the five styles that boomers use to make key decisions and how that knowledge can help you better sell to them, and work with them more effectively. 

    Presented by Jack Beauregard, CEO of Successful Transition Planning Institute (STPI). He will lead you a thorough review of the handbooks, our methodology and training. 

    REGISTER (10/25 at 2PM (ET)

    To learn more about us, visit www.ThePlatinumYears.com and www.SuccessfulTransitionPlanning.com.

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