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Jan 4

Why Wealth & Insurance Professionals are Collaborating with Growth Advisors and Unlocking Profit & Value Growth

January 4 @ 10:00 am - 11:00 am EST

Are you a professional advisor seeking to elevate your impact on business success? Join us for an insightful webinar that delves into the transformative world of business coaching and its profound implications for advisors in working with owners to maximize transferable value.

Date and Time:

January 4, 2023 at 10am ET – 11am ET

Overview:

In this exclusive presentation tailored for professional advisors, we will explore the symbiotic relationship between coaching and advisory services when in comes to working towards the ultimate measure of business success: transferable value. Discover strategies and tools designed to empower business owners in optimizing and protecting their company’s business value. Regardless of your experience level, this webinar promises to equip you with actionable insights to revolutionize your advisory approach.

Key Topics:

  • The Role of Business Coaches for Owners and Advisors: Learn the proven approaches and processes used to help owners in their pursuit to grow and protect business value, no matter the stage in their ownership lifecycle.
  • The Intersection of Coaching and Advisory Services: Uncover how the integration of coaching methodologies can enhance your advisory role, fostering a dynamic partnership for business growth.
  • Dispelling Misconceptions about Coaching: Address common misconceptions that advisors may have about coaching and discover how it can be a strategic asset in your toolkit whether you decide to work with a coach yourself, or take on the role of a coach to your clients.
  • The Ultimate Measure of Success: Transferable Value: Explore why transferable value is the true benchmark of business success and how to guide your clients in growing and safeguarding this critical aspect of their enterprises. Gain access to proven techniques and tools that empower business owners to scale operations, motivate management teams, engage diverse stakeholders, implement critical agreements and documents, ultimately in effort to improve transferable value.

Who Should Attend:

  • Business Consultants
  • Financial and Insurance Advisors
  • Succession and Exit Planners
  • M&A Professionals
  • Leadership Coaches
  • Any Professional Advisor Seeking to Enhance Client Impact

Benefits of Attending:

  • Acquire actionable strategies to enhance your advisory services.
  • Learn tools and techniques to maximize transferable value for your clients.
  • Gain insights into the synergy between coaching and advisory roles.
  • Address and overcome common misconceptions about coaching in a business context.
  • Elevate your ability to guide clients in growing and protecting their business value.

Speakers:

George Sandmann, Founder & CEO of Growth Drive LLC 

John Brown, Founder of BEI

Registration:

Secure your spot for this game-changing webinar and unlock the potential to revolutionize your approach as a professional advisor. Don’t miss out on this unique opportunity to explore the strategic intersection between coaching and advisory services. Fill out the form below to sign up!

 


Details

Date:
January 4
Time:
10:00 am - 11:00 am EST

Venue

https://us02web.zoom.us/s/81660007623
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