High Net Worth Advisor Community by Cendrowski | Feb 2024

This is the February meeting for Exit Success Lab's High-Net-Worth advisor group. This meeting is open to ESL Members and invited guests. 

Most professional service providers strive to attract affluent individuals and families of wealth. While your skills, talent, and knowledge qualify you to work with these clients, attracting and retaining them can be difficult.

Each month, the Exit Success Lab, in partnership with Cendrowski Corporate Advisors, hosts a meeting to educate its members on working with High-Net-Worth clients and family offices.  

If you are not a member of Exit Success Lab, you may attend as a guest, but please connect with Dave Lorenzo to complete an application to join. You can reach him by emailing:

Dave.Lorenzo@MyESLNetwork.com

You can also call: (786) 436-1986

In our Feburary meeting we will be discussing the process of valuing a business. 

Dave Lorenzo and Nicola Gelormino will be conducting Part 2 of their interview series with Valuation Expert John Alfonsi of Cendrowski Corporate Advisors. 

Register Now.