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Client Workshops – Business Planning

Workshop marketing is a great strategy to generate new prospects and reengage with your clients.

These topics have been created exclusively for business owners. Within that broader category, you’ll see some topics address the personal financial planning needs of the business owner while others address the needs of key employees, executives, or even the organization itself.

Topics for Business Owners

Topic/Description PowerPoint Support Materials
Planning for the future of your business. Help business owners know the value of their business, understand business succession planning, benefits of protecting their business, and taking care of their employees and themselves. BB12543
(142 slides)

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