An Advisor's Guide to Next Chapter Planning Using The Portfolio Life Planning Process
In this fast-paced, engaging program, Exit Planning Advisors will get a ‘behind the scenes’ look at how to prepare an owner for the non-financial aspects of an exit. They will learn the factors that get in the way of owner readiness and what they can do to break through the barriers and create a successful exit.
We’ll highlight the complexity owners face – including addressing the unique leadership transitions, preparing for a different mix of business decisions, and having (or avoiding) a new set of tough conversations.
We’ll discuss the massive shifts that are occurring as baby boomers redefine retirement and we’ll introduce powerful methods to deepen their relationship with their clients.
We’ll introduce Abby’s unique breakthrough model for ‘Portfolio Life Planning’ that offers owners and advisors a powerful pathway for defining a meaningful and rewarding next chapter.
By the end of the session, Exit Planning Advisors will come away with fresh perspective and insight into the leadership, interpersonal and cultural dynamics that impact owner readiness as well as strategies they can use to guide owners to exit well.