Jim called his advisor, Marla, to talk about an obstacle to his family transition plan that had taken him completely by surprise. “As you already know, I’ve been talking with my daughter about taking over the business. Since Mary Beth joined me seven years ago, she’s done a lot to help it grow and is pretty much running it now.”
“Is she still interested in taking over?” Marla asked.
Learn how to manage the estimated twenty-five of clients that want to retire but still own their business.
Understand the three most common misperceptions that allow owners to blissfully ignore planning their business exits.
The primary and often only marketing approach used by most advisors is to seek referrals from existing clients and from other advisors they know and trust.
Yes, successful Exit Planning advisors network, but they are also fully aware that there is simply not enough time in the day to meet with every advisor and relying on reciprocity for referrals limits the speed at which one can grow a practice. In this article, we explore three strategies Exit Planning advisors use to encourage other advisors to introduce them to business owners.
As a new or seasoned advisor, understand how to overcome those barriers to entering the Exit Planning Market.
Combating commoditization is key to everyone’s success when planning for business owners
Wrap up the year in style.
Don’t let communication breakdowns drive your clients insane.
7 things all successful people do, regardless of field or history.
Why Exit Planning is still important for owners who love to work.