Put a Pin in It – Meet Your Clients Where They Are
There are many critical junctions for an owner on their business’s evolution. As a professional advisor, it is critical for you to understand where they are to be able to offer them the most impactful advice.
Sean Hutchinson will share the Ready for Next approach to understanding where a client is and how to quickly identify their needs, understand what you can offer and how to move them forward.
There is currently a bull market for exit planning. This webinar will help position you to provide immediate value to your business owner clients no matter where they are in their journey.
• Identify the three main categories of transitioning business owners.
• Understand the needs of owners within these categories.
• Understand your role within each of the three owner categories and the immediate next steps.