In our recent webinar, we had the privilege of hosting Michael Valdez, a Certified Succession Planner™, ISPA® member, and co-founder of the Business Transition Council (BTC) of Tampa. The session, titled "What Every Advisor Must Know About Business Transitions," provided a look into the complexities of business transitions and succession planning from the advisory perspective.
During the webinar, Michael Valdez shared his extensive knowledge of several critical aspects of business transitions:
These are just a few of the practical tips and advice that Michael shared:
This webinar was packed with valuable information for advisors looking to enhance their skills in growing their strategic partner network, empowering advisory teamwork, and growing referrals. If you want to gain a deeper understanding and see practical examples, we encourage you to watch the replay.
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Are you struggling with sustainable strategies to grow your practice, differentiate yourself in a crowded market, build stronger client relationships, and position yourself as a succession/business transition and growth specialist? We're here to help. Our resources are developed from practitioners in the field and our experts provide customized support and strategies tailored to your unique needs, offering actionable insights and practical tools. Whether you aim to facilitate comprehensive succession strategies, enhance your partner network, or develop a loyal book of business, we have the resources and expertise to help you succeed. Reach out today and let us help you elevate your advisory practice to the next level.
For more information and resources to help you grow your advisory practice, check out our free resources or become an ISPA member today!
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