ISPA Tackles Implementation Challenges Head-On with Exclusive “White Glove” Coaching

Succession Planning Resource Author

Find out how you can get personalized, high-touch support to seamlessly elevate succession planning as a core service in your practice.

Many businesses struggle with the implementation and ongoing support of new service offerings. We heard you. In response, the International Succession Planning Association® (ISPA) has been working directly with a select group of members to help them take fast action on making comprehensive succession planning a primary service offering.

Introducing ISPA’s “White Glove” Coaching Initiative

To address these common challenges, ISPA is excited to unveil its exclusive “white glove” coaching program, designed to revolutionize how CPAs, attorneys, wealth advisors, fee-based planners, insurance professionals, and business coaches implement new insights into their practices. This limited-time initiative is tailored to help members swiftly and effectively integrate the Certified Succession Planner (CSP) certification, the Succession Planning Assessment (SPA), and the powerful sales, strategy, and marketing resources of SNAP (Succession News and Applied Practice) into their business models.

A Transformative Coaching Experience

ISPA members will receive personalized, high-touch coaching services focused on overcoming implementation barriers and maximizing the value of their CSP training. This bespoke support ensures that professionals not only grasp but excel in applying the sophisticated strategies and insights they’ve gained, allowing them to add more value and deepen client relationships with less effort. In today’s fast-paced environment, where professionals are busier than ever, ISPA’s tools and resources offer a proven advisory method that empowers business advisors to deliver high-value insights and perspectives to business owners.

Seamless Integration of the Succession Planning Assessment (SPA)

The “white glove” coaching program guides members through the seamless integration of the SPA into their business models. This essential tool is designed to streamline client onboarding and annual review processes, enabling advisors to deliver comprehensive, customized business advisory and succession planning solutions. By effectively incorporating SPA, advisors can enhance their practice’s efficiency and boost client satisfaction.

Maximizing the Power of SNAP Resources

Participants will gain full access to SNAP’s extensive suite of sales, strategy, and marketing resources, all tailored to their unique business goals. The coaching will provide actionable strategies for leveraging these tools to generate immediate value in their practices. Whether it’s refining sales tactics, enhancing strategic approaches, or amplifying marketing efforts, the SNAP resources are engineered to drive substantial growth and success.

A Game-Changer for ISPA Members

This “white glove” coaching initiative is a significant leap forward in supporting ISPA members. By offering tailored, expert guidance, ISPA ensures that its members can quickly translate their CSP training into practical, impactful results. This initiative underscores ISPA’s commitment to empowering its members with the resources and knowledge needed to thrive in the competitive field of succession planning.

As ISPA continues to lead the way in business advisory and succession planning excellence, this limited-time coaching offer is poised to become a cornerstone of members' professional growth and success. Those interested are encouraged to seize this exclusive opportunity to elevate their practice and achieve outstanding results.

Contact Kendall Rawls at [email protected] for more information about the “White Glove” coaching program and how ISPA’s membership resources can take your practice to new heights.

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