Webinar Replay
Define Your Why: Clarify Your Vision, Inspire Your Clients
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The Webinar Replay:
WHAT YOU'LL LEARN:
What drives you when no one’s watching? What fuels your passion beyond the paycheck?
In the business advisory world, it’s easy to get caught up in deliverables and deadlines. But the most effective advisors—the ones who lead with confidence, attract ideal clients, and create lasting impact—are anchored by a powerful sense of why.
This transformative webinar will help you reconnect with your deeper purpose and leverage it as a strategic asset. When your “why” is clear, your vision sharpens, your communication resonates, and your clients trust you to lead them forward.
What you'll take away:
Uncover the motivation that makes your advisory work meaningful and magnetic
Align your vision with your value to elevate every client interaction
Differentiate your practice in a market that craves authenticity and leadership
Use your “why” as a foundation for long-term growth and impact
If you’re a professional who works closely with clients – whether you’re a financial planner, CPA, attorney, wealth manager, or business advisor – this webinar is for you.
This isn’t about mission statements—it’s about mindset. It’s about showing up with purpose, every time. Step into greater clarity. Lead with purpose. Inspire transformation.
Host
JOE GIRARD
SALES PERFORMANCE COACH, CHANGE GROW ACHIEVE
Joe Girard is a sales performance coach and consultant from Victoria, British Columbia Canada. His mission is to rid the world of "salesy weirdos" and help people sell like humans. Joe has worked in sales for 25 years, from being a sales rep to manager and trainer to now helping coach and train companies around the world. He believes that it's not what he puts into people, but rather what he can pull out of them to find their unique opportunities. His understanding of the sales mentality coupled with complex strategic thinking allows Joe to find creative ways to solve challenges and make them fun.
"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