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Starting “The Conversation” (Webinar Purchase)
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This month, Scott joins us to discuss how to have “The Conversation” with business owner clients about their eventual exit of their business. He also will cover how you can be proactive and protect your own income by being sure your client won’t take the sale proceeds to another financial professional. After attending this session, you should not only be able to service your business owner clients but be confident enough to market to other business owners in similar situations.