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Unlock the secrets to generating consistent and predictable referrals with our comprehensive and results-driven course
and actionable insights that you can immediately apply to your sales interactions
September 30
Empowering Conversations with Business Owners: Communication is the key to unlocking fruitful relationships with business owners
Implementing Value Acceleration as a Financial Advisor: Join Justin Goodbread to delve into value acceleration techniques that drive business growth
Implementing Exit Planning Into Your M&A Practice 2026 Summit Unlock the secrets to generatingThis EPI Academy course was designed to provide you with powerful tools and vital information on how to add exit planning services to your already established practice and ultimately make a much more significant impact on the lives of your clients. Upon completion of this course, you will be eligible for up to the following amounts of CE hours: VAK: 3 CPE: 1. 5 CFP: 1. 5
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