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.
YOU'LL LEARN HOW TO:
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.
CO-HOSTS
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.
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.
HOW DO YOU BECOME THE
TRUSTED ADVISOR?
It's not enough just to understand your client's business and help them solve the problems they bring to you. You must dive deep into the challenges they don't see and provide insights on opportunities.
Dive into the world of strategic goal setting and smart planning, where the insights and techniques you pick up empower you to navigate your clients through the intricacies of business planning confidently and precisely.
This newfound mastery in tackling common challenges and prioritizing tasks not only boosts your advisory prowess but also cements your status as a reliable beacon of guidance and insight in the business realm.
Live Webinar Session has ended now.
