Do You Want Clients to Think Bigger and Take Action?


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Clients buy from those they trust. Trust comes from understanding. Questions create understanding.

How many times have you known your clients could do more with their family business? Have you wanted them to think long-term and explore more complex challenges you could help them with?

When you ask better questions, you help your client reframe they way they look at their business, which in turn, gives you the opportunity to serve them better and potentially create longer term engagements. Which leads to more revenue. for you.

In this free resource, we will give you 12 powerful questions you can ask to identify client motivations and influence business owners to take action. Along with some additional examples, you will be prepared to have a better discussion with prospects & clients immediately.

  • Spark ideas, rather than sell with the 12 power questions.
  • Confidently know how and when to use questions following a proven process.
  • Increase your influence and build trust by strengthening your question asking mindset. 

"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)." 

Leon M Rogers, CPA/ABV/CFF, CFE, CVA, CSP 
Managing Member, Tetrick and Bartlett

"I was always trying to find better ways to speak with business owners about succession planning. This training helped me transition from selling to asking better questions. This also enhanced my listening skills and I pivoted to teaching/consulting to their issues. I was better able to help privately held businesses move through the process of Succession, Exit and Transition."

Michael C. Valdez, AIF, CLU 
Founder & President- Business Transition Council