Interested in attending? Contact us
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:
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!
This two-day workshop will include a combination of over 20 exercises and tools including role-playing conversations, case studies, conversation and practice tools, and deep-dive self-reflection exercises.
Wednesday, May 24: 8:00 AM – 5:00 PM
Thursday, May 25: 8:00 AM – 3:30 PM