Do you know what worries your "business owner" clients?
Stacey Golden-Lisnock
Helping financial services professionals bring added value that results in client loyalty for generations to come.
Your clients see you as a resource because of your established personal relationship
YOU KNOW THAT ANY Opportunity to review existing business IS AN OPPORTUNITY to uncover new business.
Small businesses employ 60.6 million people.? This is almost 50% of the private workforce.? A small business is one with 500 or fewer paid employees.
By helping your client become aware of the importance of being prepared and ready with a succession plan you can help them to avoid a myriad of problems in the future.
Not only that but helping the business owner to recognize their situation is paramount to offering additional services to ensure the business will survive possible loss due to the incapacity or death of the owner(s).
Curious how to get your business owner clients taking action? Let's talk.
It all begins with a conversation.
Set a time to talk over zoom. tinyurl.com/linkedin-sgl-calendar