Professional Advisor Presentation Catalogue

Understanding where a business owner client is in their evolution is key to delivering impactful advice. This presentation introduces a way to swiftly assess a client’s stage, identify their needs and guide them effectively. With a booming market for value growth and transition planning, this webinar equips professional advisors to offer immediate value to clients by categorizing their business stage and needs ensuring the conversation is always owner centric.

Just like the Tour de France relies on the collective efforts of cyclists and their support teams to achieve victory, successful value acceleration and transition planning demand a multi-disciplinary approach. This presentation highlights the power of collaborative teams in enhancing engagement outcomes, emphasizing the benefits of diverse perspectives and expertise. Professional advisors will learn how to expand viewpoints, leverage multiple insights and strengthen both individual and team skills for optimal results.

Building transferable enterprise value and preparing for owner transition demands an interdisciplinary team with specialized skills and seamless communication. This presentation highlights the crucial role of the “quarterback” in managing complex projects, ensuring precise coordination and delivering outstanding results. By defining the role and responsibilities of the quarterback, professional advisors will gain clarity on leading a successful value growth and transition planning engagements and align your skills with this essential function.

Sometimes in business development, it’s easy to focus solely on impressing the potential client, much like in our youthful job interviews where the goal is to stand out rather than assess fit. This presentation emphasizes the importance of recognizing and responding to red, yellow and green lights in client conversations to ensure mutual benefit and alignment. Session attendees will gain insights into effective listening, the value of meeting plans over traditional agendas and how asking, “should we keep talking?” can streamline your efforts and foster more productive relationships.

In value acceleration and transition planning, mastering the discovery process is essential for building impactful action plans. This presentation explores how nuanced, authentic conversations reveal critical “enriched” data beyond standard questionnaires, requiring advisors to be skilled and attentive interviewers. Attendees will delve into the neuroscience behind effective discovery, understand how to distinguish between basic and enriched data plus acquire advanced interviewing techniques to build trust and fully engage with clients from the start.

Presentation details coming soon.

Presentation details coming soon.

Presentation details coming soon.

Presentation details coming soon.

Presentation details coming soon.

what people are saying about our presentations

“I have heard rave reviews on your presentation at our annual membership Summit. Great job. Thanks for attending and participating.”
Executive Vice President, International Business Association
“Our women’s business owner event was standing room only! The panel discussion with professionals and an exited owner was so well received. Ready for Next moderated the panel and was an amazing event partner.”
Wealth Planner, Regional Community Bank
“We are always impressed with Ready for Next presentations. The attendees always leave with tips and tricks they can immediately put to use in their practice. “
Conference Organizer, International Professional Association
“I attended a presentation on owner dependence and the risks it presents. Wow! I learned so much. The best part was how interactive and informative the session was. I was able to make positive changes  in my business the very next day.”
Business Owner, Event Attendee