Description:
On Thursday, February 27 at 1:00 PM ET, Jared Johnson gave an insightful webinar exploring the art of initiating and navigating planning conversations. This session focuses on essential strategies to engage business owners, identify key objectives, and foster collaborative discussions that lead to actionable planning outcomes. Drawing parallels with our recent presentation with the EPI network, this webinar aims to equip participants with the tools and techniques necessary to drive effective planning processes through meaningful conversations.
Key Takeaways:
- Discover how to utilize assessment tools as a means of opening doors to vital planning conversations.
- Learn tips to capitalize on conversation starters related to tax season, recent data, and more.
- Understand the role of conversations in securing long-term planning engagements, no matter your role on the exit planning team.
- Gain insights on structuring effective meeting agendas and timelines to maximize engagement and productivity.
- Explore strategies for outlining next steps after your initial conversations to ensure continued momentum.
