ON-DEMAND RECORDING
Business Owners
Essentials
About the Course
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Learn
  • 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
  • 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
  • Six 90-minute Video Training Sessions
  • Shared documents
  • Ability to email coach(es) course related questions
Meet Your Coach
 
Matt Rzepka
Executive Coach & Master Mentor
Connect with Matt on LinkedIn

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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$500
Join Now to Access the 2021 Training Videos & Shared Resources
What members say:
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.
Become a Trusted Financial Expert

(321) 369-9470   |   hello@moneytrax.com  |  Vancouver, WA

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