Playbook for Advisory Services - Succession
Playbook Details
Module One - Building Blocks of Advisory Services
Become familiar with advisory services and learn how to communicate your value to your clients.
Module Two - Preparing for the Client Meeting around Advisory Services
How to have meaningful conversation around business success.
Module Three - Discovery Meeting with Client
Determine their wants, needs, and desires for their business and legacy.
Module Four - Building the Roadmap with PATH
The journey to business success starts here.
Module Five - Your PATH to Success Begins
The introduction of business insight with PATH with your client.
Module Six - Deeper Dive
Separate yourself from competitors and become a 5-star firm.
Module Seven - Your Dream Firm
Give back to yourself, your family, and your community. Time to celebrate success.
Our succession package has everything you need to learn how to price, sell and market your firm, as well as track, collaborate, and communicate with your client on important business metrics!
Once you work through that, learn what it takes to separate your firm from the others! Work through these modules and create your dream firm.
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