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This is the monthly 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.
This month’s meeting will cover two key topics that are vital for anyone working with high-net-worth business owners:
1. How to Improve Quality of Earnings: There is no better way to connect with business owners than to help them increase the value of their business. We’ll explore practical strategies to achieve this goal, making you an indispensable advisor.
2. How to Differentiate Yourself as an Advisor in a Crowded Field: Learn how to stand out in a competitive market by positioning yourself as the go-to expert for affluent clients.
Don’t miss this opportunity to enhance your approach, exchange referrals, and connect with other like-minded professionals within our community.
Register Now.
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