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.
It is more important than ever to naturally communicate the magnitude of what you can accomplish together with both clients and centers of influence. Join Joe and Jeff to learn the four motives that should be considered for every asset and what it means to “measure twice, cut once, and re-measure regularly.” Private label our tools (and/or develop your own) that will drive inspiring conversations and collaborative partnering resulting in deeper and more fulfilling engagements.
- Gain language and tools to facilitate a natural conversation that causes a client to say I get it and I need you.
- Option to private label our proven diagram on Realize Your Assets’ Potential (client facing).
- Exercise to develop your own Rules for Collaborative Partnering Success – using our Stewardship Tenets as an example.