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Kickoff & Goal Setting – Group 1

Theme: Aligning Advisor and Business Owner Goals Agenda: Review 2024 performance and set goals for 2025 Discuss effective goal-setting techniques for business owners Introduce tools for aligning business operations with long-term growth strategies Share business assessment templates Suggested Tools: SMART Goals template Business Planning Tools (e.g., EOS® Traction Worksheets) Presenter: Amy Morin Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852…

Kickoff & Goal Setting – Group 2

Theme: Aligning Advisor and Business Owner Goals Agenda: Review 2024 performance and set goals for 2025 Discuss effective goal-setting techniques for business owners Introduce tools for aligning business operations with long-term growth strategies Share business assessment templates Suggested Tools: SMART Goals template Business Planning Tools (e.g., EOS® Traction Worksheets) Presenter: Amy Morin Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852…

Kickoff & Goal Setting – Group 3

Theme: Aligning Advisor and Business Owner Goals Agenda: Review 2024 performance and set goals for 2025 Discuss effective goal-setting techniques for business owners Introduce tools for aligning business operations with long-term growth strategies Share business assessment templates Suggested Tools: SMART Goals template Business Planning Tools (e.g., EOS® Traction Worksheets) Presenter: Amy Morin Meeting Info https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852…

Building a Prospecting Pipeline – Group 1

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 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