Start the Relationship Right
The first conversation with a business owner sets the tone for everything that follows. Done well, it builds credibility, earns trust, and opens the door to deeper engagement.
Done poorly, it closes that door for good. This webinar will show you how to approach that first conversation with confidence—so you can connect on a meaningful level, uncover what really matters, and position yourself as a trusted advisor.
WHAT YOU'LL LEARN:
How to move from surface-level talk to meaningful, strategic guidance
Techniques to build rapport through curiosity instead of assumptions
Conversation starters that reveal emotional drivers, not just financial goals
How to navigate objections like “I’m not ready” or “My kids will figure it out”
How to set the foundation for long-term advisory relationships
WHO SHOULD ATTEND?
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
Specializing in business succession planning since 2002 as a partner with The Rawls Group, Jeff relies upon his background in family counseling to navigate the unique challenges of family dynamics in the succession planning process. Jeff earned his undergraduate degree from Samford University in Birmingham, AL with a major in Psychology, and is a graduate of Georgia State University, where he earned a Master of Science degree in Counseling.
Jeff also earned a diploma from Psychological Studies Institute where his studies focused on the integration of theology and psychology. His experience as a succession planner has allowed him to understand the delicate balance of the family-business system. The unique combination of Jeff’s knowledge base and skill sets allows him to assist families in structuring plans that will stand the challenges of a succession transition.
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.
