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Key Insights to Manage Your Reputation, Risk, and Revenue
Join Jen Dalton, Matt Lucas, and Tripp Shreves as they share insights on key decisions business owners should consider to help manage their reputation, risk, and revenue throughout the lifecycle of their business.
Key takeaways:
• How to value and implement your brand strategy & proactively manage
your reputation
• Share best practices for integrating your brand and culture into a great
• Key insights in creating and implementing succession plans to protect your
business and protect your employees and clients
• What key person insurance is and why it matters
• What kind of exit works for you and your business - how to think about
integrating your personal and business financial planning to maximize the
value of your exit

Oct 28, 2021 12:00 PM in Eastern Time (US and Canada)

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Jen Dalton
Founder, CEO Certified Personal Brand Strategist for Executives and Entrepreneurs
Matt Lucas
Owner, Lucas Insurance Advisory, LLC
Tripp Shreves
Managing Director - Investment Officer of The Monument Group, Wells Fargo Advisors