Learn
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Business Owners
Essentials
Essentials
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About the Course
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- Insights, tips & tricks for working with business owners
- How to get your foot in the door
- How to talk to them
- How to market to them
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Demonstrate
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- Strategies that work
- Pros & cons of working with business owners
- What you should cover during your initial meeting to get a second appointment
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Resources
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- Eight 90-minute sessions
- Shared documents
- Recordings Archive
- Access to your coach(es) during live sessions to ask Questions
- Pre and Post Satisfaction Survey
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Meet Your Coach
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Matt Rzepka
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Matthew L. Rzepka, CPA, CFP® is the owner of Valley Oak, a conglomerate of professional services firms based in southwest Michigan, focusing on tax planning, wealth building, and business advising. (Learn more about Matt)
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Sign-up Today
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What members say:
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Matt is a wealth of knowledge, his teaching style is so easy to learn from and apply.
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Matt is truly gifted in the ability to take the complicated issues, such as the tax code, and explain it in a way that you still know its complicated but actually understand it.
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Options to Save $$$
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Circle of Wealth® system by MoneyTrax
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321-369-9470 | moneytrax.com