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Sessions Overview

The Exit Planning Summit features an assortment of session types to fully immerse advisors in exit planning content from industry experts, partners, and thought leaders.

One of the greatest challenges business owners and their advisors face is “oversimplification” – what behavioral finance refers to as “narrow framing.” Narrow framing is a cognitive bias where people make decisions based on a limited perspective, focusing too heavily on a specific aspect of a situation while overlooking broader context or potential outcomes. Essentially, it involves seeing a situation through a narrow lens, which can lead to suboptimal decision-making.

  • What is narrow framing? 
  • How does it affect business owners and their advisory team? 
  • How the Value Acceleration Methodology (VAM) provides a clear and concise process to manage business owners’ expectations and outcomes. 
  • Why is understanding narrow framing valuable to an advisor? 
  • Is it important enough (what matters most to the client). 
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