Event Details

In this session, Liam O'Shea with ValuCompass will join us to talk about how you can help business owners understand their business as an asset and introduce a new ValuCompass advisor playbook—a 3-step sales process—that will help LAN members deliver a uniform approach from the initial client discussion through Discover to an annual review. You also will hear from your peers who are successfully using ValuCompass in their work in 1) prospecting with potential clients and 2) educating referral sources on your process and value and how and when to bring a LAN member to the table with their clients.

Meeting ID: 983 8885 0595

Passcode: 168662

By phone:

305.224.1968 Code: 98388850595 #


309.205.3325. Code: 98388850595 #


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