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Enroll Your Clients in Exit Planning: Use Maus to Build Your Pipeline

Sunday, May 4, 2025, 01:30 PM - 01:50 PM

As a Financial Advisor, your success depends on consistently growing your pipeline and increasing assets under management. One of the most effective ways to engage high-value business owner clients is through exit planning—but how do you position it as a compelling offer while keeping execution simple? In this session, you’ll learn how to go to market as a new CEPA and attract business owners by presenting exit planning as a must-have service. We’ll show you how to build a structured Exit Planning Offering that integrates Business, Personal, and Financial planning goals, making it easy for both you and your clients to execute. Join us to see how Maus empowers you to enroll business owners in exit planning—turning engaged clients into long-term AUM opportunities.

  • “Go To Market” as a new CEPA with an offer that attracts new business owner clients.
  • Create a robust Exit Planning Offering that is simple to execute while addressing Business and Financial goals for clients.
  • Enroll clients in your unique exit planning offering that simplifies delivery.
  • Get inside tips on how to automate the processes to eliminate busywork.
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