• Business Transitions Summit

    Schwab Headquarters 3000 Schwab Way, Westlake, TX, United States

    As a business owner, you've poured your heart and soul into your company. But have you thought about what comes next? The Business Transitions Summit is your roadmap to success. The Business Transitions Summit is designed by business owners, for business owners. Whether you plan to sell, pass your business to the next generation, or […]

    $995
  • Marketing Strategy Accelerator – Exit Advisors

    Zoom

    Roundtable Dates & Times June 25, 10:30 - 12:30 Central - Vision & Values July 2, 10:30 - 12:30 Central - Business Goals Workshop July 9, 10:30 - 12:30 Central - Marketing Bootcamp July 16- 30 - Marketing Strategy Individual Presentations

    $5560
  • Marketing Strategy Accelerator – Financial Planners/Wealth Managers

    Zoom

    Roundtable Dates & Times June 26, 10:30 - 12:30 Central - Vision & Values July 3, 10:30 - 12:30 Central - Business Goals Workshop July 10, 10:30 - 12:30 Central - Marketing Bootcamp July 17 - 31 - Marketing Strategy Individual Presentations

    $5560
  • Clear Vision, Messy Goals

    Online

    Your goals may feel messy, but that's ok! They don't have to be perfect for you to move your business towards your vision. We'll talk about how to get clearer on your goals and why it doesn't matter if they don't come fully into focus. People get caught up on making their goals so specific […]

  • Marketing Strategy Accelerator – B2B Organizations

    Zoom

    Roundtable Dates & Times July 11, 10:30 - 12:30 Central - Vision & Values July 18, 10:30 - 12:30 Central - Business Goals Workshop July 25, 10:30 - 12:30 Central - Marketing Bootcamp Aug 1- 15 - Marketing Strategy Individual Presentations

    $5560
  • Marketing Strategy Accelerator – Insurance

    Zoom

    Roundtable Dates & Times July 16, 10:30 - 12:30 Central - Vision & Values July 23, 10:30 - 12:30 Central - Business Goals Workshop July 30, 10:30 - 12:30 Central - Marketing Bootcamp Aug 6 - 20 - Marketing Strategy Individual Presentations

    $5560
  • Marketing Strategy Accelerator – Exit Advisors

    Zoom

    Roundtable Dates & Times July 17, 10:30 - 12:30 Central - Vision & Values July 24, 10:30 - 12:30 Central - Business Goals Workshop July 31, 10:30 - 12:30 Central - Marketing Bootcamp Aug 7 - 21 - Marketing Strategy Individual Presentations

    $5560
  • Marketing Strategy Accelerator – Financial Planners/Wealth Managers

    Zoom

    Roundtable Dates & Times Aug 6, 10:30 - 12:30 Central - Vision & Values Aug 13, 10:30 - 12:30 Central - Business Goals Workshop Aug 20, 10:30 - 12:30 Central - Marketing Bootcamp Aug 27 - Sept 10 - Marketing Strategy Individual Presentations

    $5560
  • Vision Value Accelerator – Pilot

    Zoom

    Roundtable Dates & Times Aug 7, 10:30 - 12:30 Central - Vision & Values Aug 14, 10:30 - 12:30 Central - M.E.S.S.Y. Goals Workshop Aug 21, 10:30 - 12:30 Central - Breakouts and Debrief

    $650
  • Vision Value Accelerator – Pilot

    Zoom

    Roundtable Dates & Times Aug 20, 10:30 – 12:30 Central – Vision & Values Aug 27, 10:30 – 12:30 Central – M.E.S.S.Y. Goals Workshop Sept 3, 10:30 – 12:30 Central – Breakouts and Debrief

    $650