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?
If you are struggling with any of those questions, you're not alone. Standing out in a sea of advisors can be a challenge, however, it doesn't have to be.
In this session, you’ll learn how to create compelling offers, stand out in the market, and outpace your competitors. Register now to get a free worksheet to craft your perfect offer, which we’ll review together during the webinar.
WHAT YOU'LL LEARN:
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.
This webinar is perfect for financial planners, wealth managers, CPAs, business advisors, and anyone looking to boost their succession planning skills and grow their practice.
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.
