LAN members and our Capitaliz relationship manager Zach Broyles will talk about the value of the Capitaliz platform in working with your business owner clients.

Members will share how they incorporate the Capitaliz Business Insights Report into their engagement with business owners and their ongoing fee-based practices leveraging the BIR insights.

Zach will also highlight the newest Capitaliz feature, Dynamic Revaluation, designed to capture the value of ongoing changes for a real-time analysis of where your client and their business stand!

We will also review the new Capitaliz accreditation and platform pricing that delivers a discount to LAN members.

Join Zoom Meeting

https://zoom.us/j/92501990330?pwd=TURqTngzb0NCRndIZk9nT1ZnWTBNUT09​

Meeting ID: 925 0199 0330

Passcode: LAN2024

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Dial in: 646.931.3860

Meeting ID: 925 0199 0330

Passcode: 3844046