Business Opportunities in an Unstable Market
Speakers: Scott Conley, Jon Whitacre, Daniel C. Danese, CFP(R), CLU(R), RICP, Mike Owens, CLU, ChFC, RFC
Year: 2019
Body of Knowledge:
Business Planning,
Exit Planning and Succession
Competence: Sales |
Level: Basic |
Session Rating: 3.76
Business planning can uncover hurdles and pitfalls. Hear how early engagement allowed two cases to move from potentially derailment to getting back on track!