Transforming Client Relationships

From Financial Advice to Strategic Partnership

In today's competitive landscape, attracting and retaining clients as a financial planner, fee-based planner, or wealth manager requires more than just providing investment advice; it means becoming a strategic partner in your clients' achievements. For business owners, choosing the right financial advisor can be overwhelming. To stand out, wealth managers must go beyond financial advice and portfolio management by embracing a holistic approach that understands clients' motivations, ambitions, and the complexities of their largest asset—the business.

By deeply understanding what drives business value, creating financial independence, and considering the emotional influences on personal, business, family, and financial decisions, you not only enhance your services but also transform the client experience. Through leveraging the ISPA resources you become more than a financial advisor; you become a strategic ally in their journey towards fulfilling their personal and business goals.

Drive AUM Growth and Client Loyalty

For business owners, their business is often the largest asset. Developing expertise to guide them through growth and business challenges is not just good practice; it's a strategic move that can substantially grow AUM and generate invaluable referrals.

Imagine the impact of integrating comprehensive business advisory and succession planning into your wealth management practice. Embrace the holistic approach of the Succession Matrix to position yourself as a trusted advisor, addressing immediate wealth management needs and leveraging ISPA resources to ensure clients' business continuity and success, setting your practice apart in a competitive landscape.

INTEGRATED SERVICE OFFERING

Providing a holistic planning approach positions you as a strategic partner with the tools to expertly advise clients whose businesses are their primary assets. Leveraging the Succession Matrix methodology, financial planners and wealth managers can offer integrated advice encompassing personal, family, and business strategies. This ensures sustained business growth, wealth preservation, and the fulfillment of client goals.

Seamlessly deploy the full scope of the firms’ services such as estate planning, family office services etc.

FACILITATE BUSINESS & AUM GROWTH

Partner with business owners to craft strategies for expansion and development. As the business thrives, AUM grows organically, positioning you as a crucial partner in the client's financial success.

CLIENT LOYALTY &
RETENTION

Guide clients through business challenges and transitions. Expertise in business advisory and succession planning positions you as the go-to advisor in family & business issues, contributing to client loyalty and AUM growth.

REFERRAL
GENERATION

Satisfied business owner clients refer new business. Positive outcomes in business strategies lead to satisfied clients who become advocates, expanding your client base.

Enhance Your Team's Potential with ISPA®

Transform Technicians Into Advisors

In today's competitive job market, finding top-tier talent has become increasingly challenging for wealth managers looking to grow their practice. ISPA® offers resources that can be leveraged as a turnkey recruitment and advisory development program specifically designed for junior associates.

Junior associates seek a clear pathway for growth, and ISPA® resources provide multiple career development opportunities. These resources offer your team advisory options that transition them beyond financial technicians to impactful strategic advisors, allowing them to expand their skills and expertise. This program empowers junior associates to evolve into influential advisors, enhancing your practice's overall capability and success.

Comprehensive Advisory Development Resources:

Equip your team with:

Marketing and Sales Guides: Attract and retain clients effortlessly.
Implementation Tools: Simplify and streamline the advisory process.
Advisory Strategies: Tailored strategies for business advisory, growth & succession planning.

Elevate your firm with ISPA®, differentiate your practice, attract top talent, and establish a clear development pathway. Integrate our resources to lead in business advisory services. Partner with ISPA® and witness your firm thrive.

Leverage ISPA Advanced Planning Tools

Maximize Practice Growth

In the competitive landscape of wealth management and fee-based planning, strategic partnerships and advanced tools can be game changers. The International Succession Planning Association (ISPA) offers a suite of advanced tools designed to empower wealth managers and fee-based planners to take their practice to unprecedented heights.

Your Gateway to Expertise

Position yourself as an industry authority by exploring the unique benefits of our CSP credential. Elevate your credibility, solidify your expertise, and become the go-to expert in the competitive market of succession planning.

Beyond Certification, An Analytical Tool on Steroids

Uncover the depth of our SPA™, an analytical powerhouse that goes beyond certification. Foster meaningful client engagement and gain actionable insights.

Not Just Tools, a Strategic Partnership

Experience the immediate impact of joining ISPA® through the Succession News & Applied Practice Resources. Hit the ground running, positioning yourself as a highly experienced value-add succession planner.

Strategies for Practice Growth & Stability

Standing out as a financial planner, wealth manager, or fee-based planner relies on a proactive approach rather than a reactive one. This means anticipating potential challenges before they arise and collaborating closely with clients and other advisors to deliver forward-thinking solutions that keep clients ahead of the curve. Such a proactive strategy not only mitigates risks but also opens up new avenues for growth and innovation.

In today's ever-changing business landscape, where constant change and complex challenges are the norm, financial planners and wealth managers who provide comprehensive, future-oriented services will capture the attention of business owners. By doing so, they will gain lasting trust and loyalty. This defines a modern wealth advisor who not only follows trends but also shapes them, making a significant impact on the lives and legacies of their clients.

Join the ISPA Today!

Ready to revolutionize your approach to succession planning? Join ISPA® today and embark on a transformative journey.

Elevate your practice, distinguish yourself in the market, and achieve unparalleled success in the dynamic landscape of succession planning. Succession planning has never been this transformative—seize the opportunity and revolutionize your future as a member of the International Succession Planning Association®.

Key Benefits of Leveraging ISPA Resources:

Fortify client relationships for enhanced retention and satisfaction.
Catalyst for revenue growth through various avenues.
Differentiate yourself, offering a unique value proposition to clients.

Take the Leap!

Transform Your Fee Based Planning Practice with Advisory Excellence

Are You Looking to Grow Your Practice?

Check Out These Other Free Downloads

16 HIDDEN BUSINESS OPPORTUNITIES

Multi-generational clients grow your business. Whether you are a lawyer, accountant, financial advisor, or consultant, we have a list of actionable strategies you can test today to motivate your clients to work with you long term.

12 QUESTIONS TO CREATE CLIENT OPPORTUNITIES

Get this free resource of 12 powerful questions you can ask to identify client motivations and influence business owners to take action. Grow your business by having better discussions with prospects and clients immediately.

20 YEAR
CASE STUDY

Want to get into the specifics of what it takes in succession planning? Gain insights into the inner-workings of a real long-term family business succession planning case study and a business engagement that was worth over $75,000 per year.

3 STRATEGIC PROJECT EXAMPLES

You need to have a plan. We outlined three of our best examples of projects you could learn from and potentially apply in your business. From objective to successful outcome, these family business examples help you build strategies.

"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). I did not pursue succession planning as a separate business endeavor but used the knowledge to assist my clients in engaging professionals that could help them move forward.

New business and retaining clients are not an issue. Influencing clients to act was. The more I know about building, operating, valuing, protecting, and eventually passing on a business, the better I can serve my clients in achieving their goals."

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

JOIN US ON LINKED IN

This group is dedicated to connecting advisors, consultants & counselors who are or have an interest in working in the business succession planning field to globally promote the key concepts and to help the succession planning community learn, leverage resources & outperform. This group will promote an environment for sharing ideas, leveraging resources and will provide access to cutting edge professional development and planning resources.

VISIT THE LINKEDIN GROUP

"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.

The majority of a business owners wealth is locked in their business. To help them move, spend, transfer and distribute their wealth you need to be able to address and serve them where they need you. Our future is dependent of the continued success and growth of our Entrepreneurs."

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

SHOULD YOU JOIN THE ISPA MEMBERSHIP?

Succession planning is a major priority for business owners right now. Are you prepared to help your clients navigate their long term needs as effefictively as possible?

LEARN MORE

FREQUENTLY ASKED QUESTIONS (FAQ)

What will the online learning experience be like?

We know that learning online can be tough sometimes, which is why we brought in experts in virtual training to help us build more than just videos over powerpoint. You will have a wide variety of methods to learn including videos, interactive lessons, quizzes, and surveys. Our goal is to ensure that you grow through the learning, not just go through it.

Can I learn at my own pace?

The Certified Succession Planner program will be delivered on-demand and as a continuous enrollment model which means you can enroll any time and learn at your convenience.

Who is providing the training?

Training has been developed by the Authors and Contributors of numerous succession planning textbooks and training programs. Additionally, the ISPA Board has contributed feedback, time, and resources to help ensure the success of the programs. Learn more about the ISPA and team here.

Are there assignments or deliverables?

The program does not have any deliverables for you to complete and submit directly to the ISPA, however as you go along, you will need to demonstrate your comprehension through ongoing competency tests which will allow you to progress further.

What is the expected time commitment?

You can expect that each module should take you approximately 1-2 weeks to complete, depending on the time you put in. We suggest you commit to 1-2 hours per day and around 10-15 hours per module in total. We also understand that each learner will work at their own pace.

What are the requirements to join the program?

The topics covered in the Certified Succession Planner program are not entry-level, meaning that we recommend that you have a combination of both professional and educational experience in executive coaching, law, finance, or accounting.

What technology do I need to access my materials?

The CSP program has been built on a platform that is both desktop and mobile friendly, so most laptops and desktop computers will be sufficient to work through the materials. While you may access the content easily on your mobile device, we do recommend a desktop computer. You also might want to use a printer to print out the supplemental resources like textbooks, guides, workbooks, etc.

Is there support if I get stuck?

Anytime you need help, feel free to reach out to [email protected] and we will do our best to work with you on your challenges.

UNLOCK EXPLOSIVE AUM GROWTH