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SNAP: Succession News and Applied Practice
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Introduction
How to Make the Most of the Training
Market Growth Options
11 Steps to Integrate Succession Planning into Your Practice
Segmenting Your Customers
Go to Market - A: Existing Customers
Go to Market - B: New Customers
The Role You Play as a Strategic Partner
The Succession Matrix and Your Business
Opportunity - Business Owners
Opportunity - Wealth and Family Dynamics
Opportunity - Transitions and Holistic Approach
Opportunity - Referrals and Network
Opportunity - Planning and 90 Day Sprint
3 Phase Service Offering
Proposal Offer Template
Prospecting and Outreach Strategies
Your downloads
Integrating Succession Planning into your Business Strategy
Introduction
Preview
How to Make the Most of the Training
Preview
Market Growth Options
11 Steps to Integrate Succession Planning into Your Practice
Go to Market Strategies
Segmenting Your Customers
Go to Market - A: Existing Customers
Preview
Go to Market - B: New Customers
The Role You Play as a Strategic Partner
Identifying Opportunities
The Succession Matrix and Your Business
Preview
Opportunity - Business Owners
Opportunity - Wealth and Family Dynamics
Opportunity - Transitions and Holistic Approach
Opportunity - Referrals and Network
Opportunity - Planning and 90 Day Sprint
Creating Your Succession Planning Offer
3 Phase Service Offering
Preview
Proposal Offer Template
Prospecting and Sales Success
Prospecting and Outreach Strategies
Resources
Your downloads
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