Principal Learning Network: Business Planning Services

"Principal Webinar"

Principal Learning Network
January 7, 2013

Time: 11:30-12 pm EST

To participate: 877-665-1942 (password is Eddie)

The Key to Approaching Business Owners in 2013

  • Mark West, AVP - Advanced Solutions
  • Patti Bell, Advanced Solutions Director
  • Pete Leo, Advanced Solutions Director
  • Dave Kingery, Sr. Relationship Consultant – Business Market Administration

Call Objectives

  • Legislative Update “Sneak Preview”
  • 2012 results from Business Planning Services approach (Informal Business Valuation/Buy-Sell Review Services)
  • Examples and sales opportunities uncovered by approaching with these services
  • NEW! Business Planning Services fact-finding tool to approach business owners with these complimentary services
  • Start 2013 off right with your business cases by using Business Market Administration.

Handouts and Background

For More Information – Powerful Resources
If you need additional help after the call, contact Advanced Solutions, 1-800-654-4278, x75328; Business Market Administration, 1-800-654-4278, x22799.

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