Missed the live webinar? Watch the replay here: www.paretosystems.com/webinars
Many Advisors focus on developing relationships with business owners as they are a natural fit and considered ideal clients. In fact, these clients are not unlike you, they have a similar mindset, are entrepreneurial and devoted to the enterprise value of their business. How do you become indispensable to them?
How do you help them understand the alignment between what they want to accomplish and your expertise? How do you attract business owners and future pace the relationship to last long after a liquidity event?
This presentation will included a live Q&A with Duncan MacPherson.
During this presentation, learn how to:
- Align yourself with business owners
- Position yourself as a conduit for purposeful business succession
- Capture assets outside of your process