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M&A Source Webinar Series

Lead Generation

Lead Generation is the lifeblood of any professional practice. An M&A practice is particularly challenging because of the small number of good prospects along with the difficulty in getting their attention and trust. Unlike other professionals, our clients are typically undergoing a once-in-a-lifetime transition and do not therefore represent a recurring revenue stream. We must continually hunt for new clients.

In the previous Michael Port webinar, we learned general marketing and branding techniques. This program will focus on how seasoned and successful M&A Source members use specific tools in their own practices.

The goal of this webinar is to teach you how to attract more clients by learning how to:

Employ telemarketing to open dialogue with large numbers of mid-market business owners (George Lanza, Plethora Businesses)
Effectively use seminars to engage M&A clients (Bob Gurrola, Summa Financial Group)
Stage an M&A Source Master Class in your market (Taylor Devine, CDI Group)

We hope that this content will help you earn more fees.

Click Here to View a Replay of the Webinar

Click Here to download George Lanza's presentation on Telemarketing

Click Here to down load Bob Gurrola's presentation on Seminars

Click Here to download Taylor Devine's presentation on the M&A Source Masterclass

Click here to view the M&A Source Masterclass Guidebook