Behind the Conversation

Increase awareness of your own and your clients’ behaviors to get engaged, compensated, and valued for the work you love the most. 

One of the most common questions we hear from Exit Planning Advisors is “how do you actually cause owner engagement?” The simple answer is . . . It’s about mindset. Engaging families in business exit planning doesn’t have to be cumbersome.

In today’s economic and business landscape, affluent families are more ready than ever to address business exit planning. Thousands of advisors are diligently learning the craft and offering the work. 

So why aren’t more advisors knocking it out of the park financially and relationally in this practice area? In our teaching and speaking with thousands of successful advisors, and hundreds of affluent families, we see three common obstacles:

•  Advisors successfully engage families for the early stage assessments, then hit a wall when it comes to converting to a comprehensive business exit planning engagement.
•  There’s tension between the new practice area and the bread and butter of how you make money. When do you discuss or resurface your core practice area? How do you have the conversation confidently and effectively?
•  And then there’s that lifelong trepidation that every advisor faces: How do you know what you don’t know? What if you get caught not knowing? One false start could jeopardize a big, financially important client.

Welcome to our new workshop, Behind the Conversation. Find compassion in knowing your advisory peers are facing the same struggles. Prevail with fresh thinking, boots-on-the-ground language and tools, and crucial post-course integration support to keep you on track when life gets in the way.

Bundle this two-day workshop with your Summit registration for an additional $1,615!