Are you ready to open doors for new conversations and new sales with your business owner clients?

For many advisors, retention of your client's assets once they pass can be difficult, at best.

Could you benefit from retaining assets to manage rather than lose control of your hard-earned business once the business changes hands?

Your business owner clients need your help now more than ever to guide them in making difficult transition decisions.??

By encouraging your client to become more aware of the importance of being prepared, you can help them increase their confidence in your advice as they continue to age and need more reassurance that they are in good shape when the time comes to transition their business.

Agreements and special advice for business owners are readily available yet the day-to-day demands and the non-urgency at the moment is the perfect recipe for succession planning to be put off until it is too late.

Your clients don't know what they don't know. When they are busy business owners they need professional input from a trusted source.

That could be you.??

You're in a unique position to help your clients create solid and well-thought-out plans.? It is an important conversation that someone they trust must begin in order for movement can take place.

Reach out and let's see if we can work on this together.?

I've some ideas for you to consider when working with your business owner clients.??

Set a time to talk over zoom. tinyurl.com/linkedin-sgl-calendar