Power Sessions

The Business Owner’s Dilemma

Too many entrepreneurs aren’t enjoying the success they’ve earned.

The pressure of continuing growth while also planning their existing success leaves most business owners overwhelmed.

After serving as a guide and partner to some of the world’s most successful business owners for nearly twenty years, author Ali Nasser identified three critical dilemmas challenging their minds:

  • The Reinvestment Dilemma™- How do I re-invest my success?
  • The Legacy Dilemma™ – What is it all for?
  • The Exit Dilemma™ – What is my best exit strategy?

Ali has successfully turned those challenges into opportunities via the Wealth Integration System for Entrepreneurs™ or (WISE™). During this session, Ali will be explaining the three dilemmas all business owners face, and how to navigate them by using the WISE framework.

Speaker

Exit Planning Summit Speaker Ali Nasser

Ali Nasser

Learning Objectives:

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Three Dilemmas

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Return on Investment vs Return on Life Experience™

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Six Components of WISE™

Next Level Listening – Suspending the Advisor in You

Have you ever noticed that little voice in your head doing analysis, solving problems, and preparing your sage advice while your client is talking? Maybe it’s a colleague or spouse who’s sharing a point of view and you’re waiting for a break in the action to share your bit of wisdom that will make it all better.

We all probably do it to some extent and that doesn’t mean it’s a good idea. If we want to get more information in less time, we might consider setting our judgments aside and fully engaging curiosity for a little bit. Take a lesson from Kaldi, the goatherd who discovered coffee.

Speaker

Joe-Slatter

Joe Slatter

Learning Objectives:

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Gain an appreciation for the value in suspending judgment and engaging curiosity

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Learn techniques to help prepare for good listening

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Learn techniques to help manage your listening

Innovative Ways to Engage Clients & Prospects

People no longer buy products and services – they are seeking experiences. Discover how to create memorable encounters that will help you stand out and create stronger connections.

In addition to building a thriving business advisory practice, Linda started a group called Whisky Chicks. It is all about making learning about whisky fun and approachable. She has designed 100’s of experiences. Each one is unique based upon the audience and designed to create memorable moments.

Today, she combines her passion for helping businesses thrive with her talent for engagement to create lead-generating opportunities for her and her strategic business partners.

Join her as she shares simple, yet effective, ways to get people excited about your events. Discover how to create win-win situations even with what may be seen as “competition”. Everything from identifying your target audience, engaging with influencers, to aligning and linking your offering to unexpected experiences.

Speaker

Linda Ruffenach

Linda Ruffenach

Learning Objectives:

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Knowledge & experience breeds confidence and how that relates to exit planning

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Importance of knowing your target audience and identifying influencers

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Striking strategic alliances and win-win situations

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Everything speaks- creating memorable experiences

Eat to Lead

You know your food choices are connected to your health, but did you ever think about how your eating habits affect your leadership success? Luci Gabel describes how your food choices are intricately connected to your leadership abilities, your relationship with yourself and others, and your ability to lead organizations to success.

Speaker

Luci Gabel

Luci Gabel

Learning Objectives:

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Attributes of leaders who people want to follow today

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How food affects our leadership ability

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The relationship between food awareness, self-awareness, and good leadership

The Secret Sauce of Value Creation and The Fourth Leg of the Stool

What if I told you there is a specific asset class that outperforms other similar asset classes by every measure of competitive success? Would you consider investing in that asset class? What if I told you that the resource that drives this unique competitiveness profoundly impacts all of our clients and our own practices. It is a resource with which we are all deeply familiar, yet it is never studied in business school.  

This resource, “Familiness”, can create a unique competitive advantage for our clients. Yet if we do not help our clients identify and transition this resource, it can limit the final sale value of our client’s firms. Similarly, this Familiness Resource can create significant competitive constraints – making our jobs significantly more difficult and, if unaddressed, creates an implicit discount in the sale value of our client’s firms. 

Join us for a discussion about Familiness and how to manage it within our clients and in our own practices … and why we believe, it is the Fourth Leg of the Stool of Value Acceleration.   

Speaker

Exit Planning Summit Speaker Mike McGrann

Mike McGrann

Learning Objectives:

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Identify Familiness as a potential for unique competitive advantage and competitive constraint

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Understand why “unmanaged” familiness (both positive AND negative) limits exit options

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Gain tools for managing Familiness proactively with your clients AND in your own practice.

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Manage Familiness as the Fourth Leg of the Stool