SNAP Course: Applied Succession Planning in Practice

Integrating Succession Planning into your Business Strategy
4 Lessons
- Introduction
  Preview
- How to Make the Most of the Training
  Preview
- Market Growth Options
  Start
- 11 Steps to Integrate Succession Planning into Your Practice
  Start
Go to Market Strategies
4 Lessons
- Segmenting Your Customers
  Start
- Go to Market - A: Existing Customers
  Preview
- Go to Market - B: New Customers
  Start
- The Role You Play as a Strategic Partner
  Start
Developing Your Strategic Partner Network
6 Lessons
- Intro and Strategic Partnership Examples
  Start
- Why Partnerships are Critical to Growth
  Start
- Joint Ventures and Collaborative Deals
  Start
- The Shift from Solo Practice to Strategic Alliances
  Start
- Steps to Develop Strategic Partnerships
  Start
- Taking Action and Q&A
  Start
Identifying Opportunities
6 Lessons
- The Succession Matrix and Your Business
  Preview
- Opportunity - Business Owners
  Start
- Opportunity - Wealth and Family Dynamics
  Start
- Opportunity - Transitions and Holistic Approach
  Start
- Opportunity - Referrals and Network
  Start
- Opportunity - Planning and 90 Day Sprint
  Start
Creating Your Succession Planning Offer
2 Lessons
- 3 Phase Service Offering
  Preview
- Proposal Offer Template
  Start
Prospecting and Sales Success
1 Lesson
- Prospecting and Outreach Strategies
  Start
Resources
1 Lesson
- Your downloads
  Start

Succession News & Applied Practice™ (SNAP™)