VALUEMAX® Certified Advisor run by MAUS Business Systems and facilitated by Felix Group

Date/Time
Date(s) - 19th September 2019
8:45 am - 3:30 pm

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Meetings

Exit Planning is the fastest growing profitable niche for advisors, accountants, wealth planners and business coaches. As a Value Max® Certified Advisor you ’ll be educated in the entire exit & succession process, and then shown how to use and effectively leverage the MAUS software to build a profitable exit planning income stream.

Goals during the course:

  1. THEORY: To provide an overview of the exit planning process and highlight the most important areas. Sample client diagnostics, tools, and processes
  1. SOFTWARE: To provides a deep dive training into how to use the ValueMax software to generate assessments, action plans and create reports such as the One Page Exit Plan©
  2. REVENUE & IMPLEMENTATION: How to leverage the software and credential to win new business

For more info please visit the ValueMax Certification Course web page – Click Here

Or to join the training session please contact Felix Group by email at training@felixgroup.ca