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Exit Planning Webinar | Better Planning Outcomes Without More Work
Planning for business clients can be a little messy sometimes, right? Even the smallest clients have complex dynamics that force us to stop and think. It might seem easier to steer clear of the complete planning process business clients need because it’s just going to get complicated. You may want to limit your projects to those in which you can deliver good outcomes using your firm’s old business model. But that leaves business on the table and clients will go elsewhere to get the help they need.
In this webinar, Elizabeth Mower, President of BEI, sheds light on the aspects of comprehensive planning that are most likely to slow down or derail the process, and solutions that you can use to overcome or avoid those issues. We’ll discuss ways that you can:
- Demonstrate progress to clients at all stages of planning
- Prioritize areas of planning
- Break down the planning process
- Build efficiency in your planning
- Leverage your existing resources
Join us February 24th from 12:00-1:00 pm ET as we go back to basics and learn how to walk before we can run.