Webinar Replay

Stand Out as an Advisor: How to Craft an Offer Your Clients Won’t Refuse

Enter Your Email for Instant Access to the Webinar Replay:

WATCH NOW

WHAT YOU'LL LEARN:

What makes you unique as a business advisor? What differentiates your services from the rest? Are you effectively showcasing your competitive edge to potential clients?

Learn how to create compelling offers, stand out in the market, and outpace your competitors.

Growing your business: Learn key strategies to boost your business growth and stay ahead of the competition.
Crafting irresistible offers: Find out how to create compelling offers that your clients can’t refuse.
Dominating succession planning: Discover proven tactics to establish yourself as a leader in the field.
Transforming your business: Gain practical techniques to improve your practice and maximize your impact.
Making use of top succession tools: Find out how to use powerful succession planning tools to enhance your business.

KENDALL RAWLS
Director of development, ISPA

Kendall Rawls is the Director of Development for ISPA who knows and understands the challenges that impact the success of an entrepreneurial owned business. Her unique perspective comes not only from her educational background but, more importantly, from her experience as a second-generation family member employee of The Rawls Group - Business Succession Planners. 

CO-HOSTS

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