Exit Is Now - Plan Accordingly With Scott Snider cover image

Summit Special featuring Renee Russo, Ken Sanginario, & ELLA

Exit Is Now - Plan Accordingly With Scott Snider

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Building Collaborative Tools for Advisors

This chapter explores the creation of an adaptable advisor workbench tool designed to meet the diverse needs of both new and seasoned financial advisors. It emphasizes the importance of co-creation and collaboration among professionals to enhance resource offerings for small business owners. Discussions also focus on the strategic planning and relationship-building necessary to foster a supportive community in the exit planning industry.

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