The Exit Planning Coach

About This Learning Lab

Business owners complain about employees who won’t make decision, but they get great satisfaction from exacerbating the problem by continuing to make decisions for them. Most advisors are business owners, and suffer from the same issue. They complain that their clients aren’t implementing their advice, but they continue to give advice without seeking sufficient input from the client. This session will discuss how to create a better planning partnership with your client by using proven coaching techniques to encourage their buy in to your process.

Speaker

John Dini

John Dini

Learning Objectives:

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Position yourself and the MOST trusted advisor

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Facilitate deeper client understanding

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Enhance your current service offerings

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Provide structured entry to other advisory work

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Increase referrals from other professionals