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  • Exit Planning Exchange
Exit Planning Exchange
Feb
16

XPX San Antonio: Coaching Discovery for Professional Advisors

Details

Date & Time

Thu, Feb 16th, 2023 ⋅ 7:30am - 9:00am (CST)

Location

The Petroleum Club, 8620 N. New Braunfels Ave #700, San Antonio, TX

Tickets

Non-Member
$50.00
Non-Member Same Day/Walk-In Fee
$60.00
Other XPX Chapter Members
$40.00
Other XPX Chapter Members Walk-in/Same Day Registration
$50.00
San Antonio Firm Member Level
$25.00
San Antonio Members
$25.00
San Antonio Members Same Day/Walk-In Fee
$35.00
Speaker
$0.00
Guests

Registrants

27 people attended

Since the term “Exit Planning” has been in common use, practitioners have had a problem. Multiple surveys show that 75% of owners are unhappy with the outcome a year after their exits. The Exit Planning Coach Handbook is part of our mission to help advisors better serve their clients. We believe that coaching discovery comes before advising, and that time spent in building your client relationship results in better planning outcomes.

Our Speaker:


John F. Dini

CMBA, CExP, CEPA
President, MPN Inc.

John F. Dini is a coach, consultant and author of the award-winning books Hunting in a Farmer’s World, Celebrating the Mind of an Entrepreneur, and Your Exit Map: Navigating the Boomer Bust, as well as 11 Things you Absolutely Need to Know about Selling Your Business now in its second edition and The Exit Planning Coach Handbook (all available on Amazon). He has delivered over 12,000 hours of leadership and exit planning advice to entrepreneurs. For the last 13 years he has published a blog for business owners at www.awakeat2oclock.com. John holds two business degrees and six additional business certifications.

Registration Fees:

XPX San Antonio Members: $25.00 XPX
San Antonio Members Walk-in/Same Day Registration: $35.00

Other XPX Chapter Members: $40.00
Other XPX Chapter Members Walk-in/Same Day Registration: $50.00

Non-Members: $50.00
Non-Members Walk-in/Same Day Registration: $60.00

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
John Dini of The Exit Planning Coach is a member of XPX San Antonio
John Dini
The Exit Planning Coach
Teresa Villanueva of FranNet is a member of XPX San Antonio
Teri Villanueva
FranNet
JG
Jamie Gutierrez
PlainsCapital Bank
Walter Belt of Vaco LLC is a member of XPX San Antonio
Nelwyn Belt
Vaco LLC
Amy House of Growin' Out Loud Darlin' LLC is a member of XPX San Antonio
Amy House
Growin' Out Loud Darlin' LLC
Kim Ford of theKFORDgroup is a member of XPX San Antonio
Kim Ford
theKFORDgroup
Jorge Herrera of Jorge Herrera CPA CIA PC is a member of XPX San Antonio
Jorge Herrera
Jorge Herrera CPA CIA PC
Liz Papagni of Marketing Initiative Worx, Inc. is a member of XPX San Antonio
Liz Papagni
Marketing Initiative Worx, Inc.
Steven Bankler of Bankler Partners is a member of XPX San Antonio
Steven Bankler
Steven Bankler, CPA, Ltd.
Steve Griffith of Sales Builders Texas is a member of XPX San Antonio
Steve Griffith
Sales Builders Texas
Lisa Mochel of Rio Bank is a member of XPX San Antonio
Lisa Mochel
Lone Star Capital Bank
DV
Dylan Vinceslio
DA
David Alvarez
PAX Financial Group
Carolyn Smith of C3FP is a member of XPX San Antonio
Carolyn Smith
C3FP
SH
Steven Hutson
First American Title National Commercial Services
JM
Jana Minifie
SSV Consultants, LLC
Darryl Lyons of PAX Financial Group, LLC is a member of XPX San Antonio
Steve Manuel
PAX Financial Group, LLC
BB
Blake Bratcher
The Bank of San Antonio (Texas Partners Bank)
SM
Steve Manuel
PAX Financial Group
AE
Alex Esquivel
PlainsCapital Bank
John Walker of Walker Law PC is a member of XPX Houston
John Walker
Walker Law PC
Kirk Francis of Financial Life Advisors is a member of XPX San Antonio
Kirk Francis
Financial Life Advisors
TM
Tim Montfort
Raymond James
BM
Bruce Murchison
Financial Life Advisors
Nathan Doty of PNC Private Bank is a member of XPX San Antonio
Nathan Doty
PNC Private Bank
Ron Ondechek of South Highland Ventures LLC is a member of XPX San Antonio
Ron Ondechek
South Highland Ventures LLC
Steve Dziuk, CFP, CRPC of Mesquite Wealth Management Group is a member of XPX San Antonio
Steve Crpc Cfp Dziuk
Mesquite Wealth Management Group