Enhancing Client Engagement with Educational Content – Group 1
Theme: Using Content Marketing to Educate and Attract Agenda: Creating effective video campaigns for drip marketing Tips for engaging newsletters and blog posts Building credibility with webinars and podcasts Demo of top content distribution platforms Suggested Tools: Email Campaign Planner Webinar Checklist and Templates Presenter: Heather Steele - Confirmed Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290…
Enhancing Client Engagement with Educational Content – Group 2
Theme: Using Content Marketing to Educate and Attract Agenda: Creating effective video campaigns for drip marketing Tips for engaging newsletters and blog posts Building credibility with webinars and podcasts Demo of top content distribution platforms Suggested Tools: Email Campaign Planner Webinar Checklist and Templates Presenter: Heather Steele - Confirmed Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290…
Enhancing Client Engagement with Educational Content – Group 3
Theme: Using Content Marketing to Educate and Attract Agenda: Creating effective video campaigns for drip marketing Tips for engaging newsletters and blog posts Building credibility with webinars and podcasts Demo of top content distribution platforms Suggested Tools: Email Campaign Planner Webinar Checklist and Templates Presenter: Heather Steele - Confirmed Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290…
Strategic Partnerships & Referrals – Group 1
Theme: Expanding Networks through Strategic Alliances Agenda: Identifying complementary service providers Building collaborative partnerships with CPAs and attorneys Creating value for referral partners Roundtable discussion on successful referral strategies Suggested Tools: Referral Agreement Templates Partner Outreach Email Scripts Presenter:Lorne Greenfield- Confirmed Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290 0205 Passcode: 1234
Strategic Partnerships & Referrals – Group 2
Theme: Expanding Networks through Strategic Alliances Agenda: Identifying complementary service providers Building collaborative partnerships with CPAs and attorneys Creating value for referral partners Roundtable discussion on successful referral strategies Suggested Tools: Referral Agreement Templates Partner Outreach Email Scripts Presenter:Lorne Greenfield- Confirmed Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290 0205 Passcode: 1234
Strategic Partnerships & Referrals – Group 3
Theme: Expanding Networks through Strategic Alliances Agenda: Identifying complementary service providers Building collaborative partnerships with CPAs and attorneys Creating value for referral partners Roundtable discussion on successful referral strategies Suggested Tools: Referral Agreement Templates Partner Outreach Email Scripts Presenter:Lorne Greenfield- Confirmed Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290 0205 Passcode: 1234
Evaluating Business Value for Owners- Group 1
Theme: Business Valuation Techniques Agenda: Overview of business valuation methods Educating business owners on how buyers assess value Using valuation as a tool to drive strategic improvements Introducing valuation tools for advisors and owners Suggested Tools: Business Valuation Worksheet Comparison of Valuation Platforms Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290 0205 Passcode: 1234
Evaluating Business Value for Owners – Group 2
Theme: Business Valuation Techniques Agenda: Overview of business valuation methods Educating business owners on how buyers assess value Using valuation as a tool to drive strategic improvements Introducing valuation tools for advisors and owners Suggested Tools: Business Valuation Worksheet Comparison of Valuation Platforms Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290 0205 Passcode: 1234
Evaluating Business Value for Owners – Group 3
Theme: Business Valuation Techniques Agenda: Overview of business valuation methods Educating business owners on how buyers assess value Using valuation as a tool to drive strategic improvements Introducing valuation tools for advisors and owners Suggested Tools: Business Valuation Worksheet Comparison of Valuation Platforms Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290 0205 Passcode: 1234
Tools for Scaling and Growing Advisory Practices- Group 1
Theme: Scaling an Advisory Practice Agenda: Building a scalable advisory model Identifying high-margin services Leveraging technology to grow without adding overhead Roundtable on handling growing pains Suggested Tools: Scalable Business Model Canvas Tech Stack Recommendations Presenter: Franne McNeal- Confirmed Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290 0205 Passcode: 1234
Tools for Scaling and Growing Advisory Practices – Group 2
Theme: Scaling an Advisory Practice Agenda: Building a scalable advisory model Identifying high-margin services Leveraging technology to grow without adding overhead Roundtable on handling growing pains Suggested Tools: Scalable Business Model Canvas Tech Stack Recommendations Presenter: Franne McNeal- Confirmed Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290 0205 Passcode: 1234
Tools for Scaling and Growing Advisory Practices – Group 3
Theme: Scaling an Advisory Practice Agenda: Building a scalable advisory model Identifying high-margin services Leveraging technology to grow without adding overhead Roundtable on handling growing pains Suggested Tools: Scalable Business Model Canvas Tech Stack Recommendations Presenter: Franne McNeal- Confirmed Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290 0205 Passcode: 1234