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Identifying Opportunities
6 Lessons
SUCCESSION NEWS & APPLIED PRACTICE
Promoting, Integrating & Growing Your Practice
Supercharge Your Practice with Exclusive Resources!
In the dynamic landscape of professional growth, knowledge and tools are undeniably crucial. However, the real game-changer lies in the application of that knowledge and the strategic utilization of powerful tools. At the International Succession Planning Association®, we not only provide you with essential knowledge and cutting-edge tools but empower you to seamlessly integrate and leverage them for unprecedented success.
Our Applied Practice Resources, which is included in your exclusive ISPA® membership, has been meticulously curated a treasure trove of training, ideas, templates, and step-by-step guides. These resources are designed to elevate your practice to new heights by effectively incorporating the Certified Succession Planner's insights and maximizing the impact of the Succession Planning Assessment in your existing operations.
Our Mission is Clear:
Empower our members to not just acquire knowledge,
but to leverage it effectively.
Your Path to Immediate Impact
Establish Yourself as a Seasoned Succession Planner!
At our core, we understand the value of hitting the ground running. That's why our meticulously tested resources empower you to establish yourself as a seasoned, value-added succession planner from day one. With ready-to-customize proposal templates at your fingertips, you'll effortlessly showcase your expertise and expertise.
Immediate
Impact
Knowledge is essential, but action is paramount. Dive into our arsenal of marketing and sales how-to guides, designed to help you effectively communicate your value proposition. Plus, with our plug-and-play swipe files, you'll have everything you need to captivate your audience and secure their trust.
Action-Oriented Approach
Success isn't just about knowing what to do—it's about how you do it. With our suite of planning tools tailored to every facet of the Succession Matrix®, you'll have a blueprint for success at your disposal. Plan your client engagements strategically, ensuring maximum impact and growth opportunities.
Strategic Implementation
Utilize planning tools tailored to various facets of the Succession Matrix®—a blueprint for your success. Plan which clients to help, how to help them, and what to offer then to grow your business.
Business
Growth
Move beyond theory and start seeing tangible results. With our resources, you'll not only generate additional billable hours and consulting fees but also build a formidable brand that attracts clients seeking comprehensive services. Take the leap and watch your business soar to new heights.
Here's a Glimpse of What Awaits You Within the Applied Practice Resources:
STRATEGICALLY GROW
YOUR PRACTICE
A Strategic Tool to Analyze and Plan Practice Growth Strategies
MAXIMIZE RETURN ON
NEW SKILLS
Tracking the ROI of Investing in a New Skill
SEAMLESS INTEGRATION OF SUCCESSION PLANNING EXPERTISE
Step-by-Step Process for Integrating Succession Planning Into Your Practice
STRATEGIC pARTNER DEVELOPMENT
Develop a Robust Strategy for Building Strategic Partnerships
UNLOCK CLIENT OPPORTUNITIES
Craft a Client Opportunity Strategy for Optimal Success
DIVERSIFY SERVICE OFFERINGS
Explore Integrated Service Offering Strategies
EFFECTIVE MARKETING COMMUNICATION
A Comprehensive Guide for Marketing and Communication
MASTER THE ART OF SALES AND CLOSING
Your Go-To Sales and Closing Guide
POSITION THE SUCCESSION PLANNING ASSESSMENT
Learn How to Effectively Position the Succession Planning Assessment
And More....
Just the Beginning
Consider the items listed as just the beginning. We are committed to continually developing and creating resources tailored to the evolving needs of our valued members. By joining the ISPA®, you gain immediate access to these invaluable resources, positioning you to implement comprehensive succession strategies, build a robust referral network, generate substantial revenue, and ultimately propel your practice to unprecedented success.
SNAP Resources
Here are some examples of the many downloads and guides in the SNAP resources section to help you implement your strategy.
We've spent the time building done-for-you guides and training, so you can spend your time on implementing the strategies and using the tools.
Your success is our success.
Ready to Take Your Practice to New Heights?
Discover a suite of advanced succession planning tools meticulously crafted for CPAs, wealth advisors, fee-based planners, exit planners, attorneys, and family business coaches. Tailor your approach with precision to align with your unique professional expertise.
"The most important item I gained by obtaining training in succession planning was an understanding of the legion of drivers that impact a successful succession plan. It gave me the ability to understand my clients’ motives better (which in many instances are not fully articulated). I did not pursue succession planning as a separate business endeavor but used the knowledge to assist my clients in engaging professionals that could help them move forward.
New business and retaining clients are not an issue. Influencing clients to act was. The more I know about building, operating, valuing, protecting, and eventually passing on a business, the better I can serve my clients in achieving their goals."
Leon M Rogers, CPA/ABV/CFF, CFE, CVA, CSP
Managing Member, Tetrick and Bartlett
