Available Online

Growing Your Exit Planning Practice

Join us in this 3-hour workshop! 10:00 AM – 1:00 PM EST

  • Starts Dec 9
  • 595 US dollars
  • Virtual

Available spots

Workshop Description

$595 LIMITED SEATING Learn More: If you want to establish a transition planning practice where you can become, or enhance your position as Most Trusted Advisor, you should understand the importance of becoming a Coach to the Business Owner and his or her business. The Coach is one part of a larger system of Advisors and essential program components, all of whom leverage a common and consistent set of processes. What exactly is the role of the Coach? What are the other roles? What are these essential program components? What is the overall process and where does it come from? Where do the other Advisors come from? In this workshop, we will cover the essential roles and process that need to be in place in order for an Advisor to build a transition planning business, beginning with how to be a Coach.

Questions? Contact Us.