Study Groups

Building a Prospecting Pipeline – Group 2

Theme: Prospecting for Business Owners Agenda: How to identify business owner prospects Developing a referral network strategy Using LinkedIn and networking events effectively Create a 30-day action plan for generating leads Suggested Tools: LinkedIn Prospecting Checklist Referral Partner Outreach Scripts Presenter: Ray Croff Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290 0205 Passcode: 1234

Building a Prospecting Pipeline – Group 3

Theme: Prospecting for Business Owners Agenda: How to identify business owner prospects Developing a referral network strategy Using LinkedIn and networking events effectively Create a 30-day action plan for generating leads Suggested Tools: LinkedIn Prospecting Checklist Referral Partner Outreach Scripts Presenter: Ray Croff Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290 0205 Passcode: 1234

Deep Dive into Exit Planning Fundamentals – Group 1

Theme: Preparing Business Owners for Exit Agenda: Exit planning basics: Understanding value drivers Common challenges business owners face in exiting Collaborating with CPAs and attorneys in the exit planning process Case study: A successful business exit Suggested Tools: Value Builder System™ Overview Exit Planning Checklists Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290 0205 Passcode: 1234

Deep Dive into Exit Planning Fundamentals – Group 2

Theme: Preparing Business Owners for Exit Agenda: Exit planning basics: Understanding value drivers Common challenges business owners face in exiting Collaborating with CPAs and attorneys in the exit planning process Case study: A successful business exit Suggested Tools: Value Builder System™ Overview Exit Planning Checklists Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290 0205 Passcode: 1234

Deep Dive into Exit Planning Fundamentals – Group 3

Theme: Preparing Business Owners for Exit Agenda: Exit planning basics: Understanding value drivers Common challenges business owners face in exiting Collaborating with CPAs and attorneys in the exit planning process Case study: A successful business exit Suggested Tools: Value Builder System™ Overview Exit Planning Checklists Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852 Meeting ID: 715 290 0205 Passcode: 1234

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