Empowering business owner conversations: becoming the business owner's most valued advisor
In this module the business owner opportunity is covered in detail, the Exit Planning Institute’s (EPI) proprietary methodology is shared, and the financial professional’s role in the process is discussed. We have conversation starters that enable you to have meaningful conversations with your business owner clients and prospects, and tips for building your exit planning network of professional advisors are shared. Explore the many resources from both EPI and Manulife John Hancock Investments to help you excel in this space.
PRESENTATION SLIDES
Empowering business owner conversations: becoming the business owner’s most valued advisor
Access the full presentation and speaker notes.
FLYER
The Value Acceleration Methodology
This investor-approved flyer provides a visual of the value acceleration methodology to help your clients understand how this process works and identify the role of the financial professional during exit planning.
WHITE PAPER
Five things every business owner should know about exit planning
Use this investor-approved white paper to help engage your business owner clients and prospects on the topic of exit planning preparedness.
- Five stages of value maturity
- The importance of the four intangible capitals in their business
- The three legs and gaps in their exit strategy
- The two concurrent paths in their exit plan
- The one goal of exit planning
BROCHURE
Guide to exit planning conversations
Working with business owner clients and prospects all starts with discovery questions. Use this guide to explore conversations with business owners on the state of their business, their aspirations, and their goals for succession.
CHECKLIST
Financial planning checklist for business owners
Use this investor-approved checklist to uncover potentially neglected areas in your clients' finances. It’s a first step in helping your business owner clients develop a holistic money management strategy that works toward short- and long-term goals for their business and for themselves.
CHECKLIST
Estate planning essentials checklist
No matter your clients' age, whether or not they have dependents, or are married, estate planning is an opportunity to prioritize your clients' wishes and what matters most to them. This investor-approved estate planning essentials checklist will help your clients think through the various elements of an estate plan and organize the details for their estate attorney.
Video
Empowering business owner conversations—becoming the business owner’s most valued advisor
Kathleen Pritchard, CPWA®, CEPA®, CRPC®, ChFC®, CLU®, CFS®, our head of retail practice management, North America, discusses the business owner opportunity in detail, shares the Exit Planning Institute’s proprietary exit planning methodology, and explores the financial professional’s role in the process.
Learn more
Financial professionals: Ask a Manulife John Hancock Investments business consultant for a review of how our practice management materials can help you elevate our business.
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