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Business Owner Prospecting and EngagementBusiness Owner Prospecting and Engagement equips Certified Exit Planning Advisors with the insights, language, and tools necessary to attract, engage, and retain business owner clients. This CEPA Mastery Series is grounded in industry research and practical application, this course helps advisors go beyond theory, transforming data into actionable strategies, conversations into commitments, and one time engagements into long term relationships.
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Why choose thelockerguy wholesale?
Business Owner Prospecting and Engagement equips Certified Exit Planning Advisors with the insights, language, and tools necessary to attract, engage, and retain business owner clients.
This CEPA® Mastery Series is grounded in industry research and practical application, this course helps advisors go beyond theory, transforming data into actionable strategies, conversations into commitments, and one-time engagements into long-term relationships. Through structured progression, participants will master the art of positioning themselves as indispensable advisors in the exit planning process.
Upcoming Course Dates:
- JUN 08 - JUL 09, 2026
- AUG 31 - OCT 01, 2026
- NOV 16 - DEC 17, 2026
Business Owner Prospecting and Engagement
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9298944066
US$ 497.50
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