Conducting Effective Client Workshops (Summit Bundle)
Exit Planning Institute

Conducting Effective Client Workshops (Summit Bundle)

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The Conducting Effective Client Workshops course was created to show business advisors how to use workshops as an effective tool to manage clients through the Value Acceleration Methodology. During this course, host and EPI CEO, Chris Snider, will give you a better understanding of facilitation techniques, tools to use, and the different kinds of workshops that can be used throughout the process.

Upon completion of this course, you will be eligible for up to the following amounts of CE hours: EPI: 4 | CPE: 3