Phil Roberts
The importance of presentation. Phil gives some advice on the importance of dressing appropriately for client meetings.
Phil just one of the several members of the academic panel who will share their
Joe Woodard
Why it is important to have a strategic plan. Joe shares his previous experience with clients and why it is important to have a strong strategic plan throughout the engagement process.
Joe is just one
David Blair
Long term value generation. David gives his insight and experience behind long term value generation.
David is just one of the several members of the academic panel who will share their insight and kn
Fred Fardeau
Client review meetings. Fred gives some insight into the importance of having regular review meetings with your clients.
Fred is just one of the several members of the academic panel who will share th
How much is your business worth?
This calculator will demonstrate how risk plays a role with valuation. Every business owner should know the value drivers.
Jamie Blackman
How to build a successful practice. Jamie offers some insight into what the key drivers are in establishing a successful practice.
Jamie is just one of the several members of the academic panel who wi
Peter Christman
Difference between a Good Advisor vs Poor Advisor.
Peter talks through the difference between good and poor advisors. As co-founder of the Exit Planning Institute (EPI), Peter knows the key traits and
Creating an advertising campaign
Regardless of which advertising medium you select, the words you use to deliver the message are critical to meeting the following three objectives:
To promote awareness of your business.
To stimulat
Managing Cyber-Risks While Working From Home
As the saying goes, modern problems require modern solutions, however these solutions often increase new risk factors or in some cases new risks altogether.
Across the world, companies and government