Developing your go-to-market strategy for business owners
This module will begin by helping you understand the exit planning network of professionals you need to build—who are they, how you find them, and how you partner with them. You'll also learn the important questions you need to answer for your practice in order to be successful in this space, including deciding on your exit planning process, determining your process for executing business valuations for your clients, and determining how you'll deliver on helping clients create their plan for what they'll do post-exit. From there, discover how to put process in your practice by developing a defined, repeatable process for each investment and wealth management service you offer, a method for communicating those processes, as well as the three primary revenue opportunities prior to the liquidity event.
This is all about embedding yourself with business owner clients far before the liquidity event with a defined set of deliverables that will support the right partnerships and create revenue opportunities.
PRESENTATION SLIDES
Developing your go-to-market strategy for business owners
Access the full presentation and speaker notes.
WORKBOOK
Developing your go-to-market strategy workbook
Leverage our fillable PDF workbook with your team to brainstorm go-to-market exercises and develop your wealth management processes.
EDITABLE GRAPHICS
Developing your go-to-market strategy editable graphics
Build process visuals that are at the heart of your delivery of investment and wealth management services by leveraging our editable graphics. You can change the words, the colors, or whatever you'd like, or you can use our samples as is. Copy any of the visuals into your own brand and obtain compliance approval from your firm before adding them to your brochure/pitchbook, website, and other forms of communication.
WORKBOOK
Next chapter planning workbook for business owners
A key deliverable for your business owner clients is helping them develop a plan for their life post-exit. Use our investor-approved fillable workbook to help your clients think through their plan.
GUIDE
Financial professional quick-start guide for the Next chapter planning workbook
Use our quick-start guide to help you navigate the "Next chapter planning workbook" with your clients.
BROCHURE
Value Growth Advisor brochure
This investor-approved brochure explains what Value Growth Advisors are and their typical background and experience. It provides details about how they collaborate with financial professionals to guide business owners through the exit planning process, helping to maximize enterprise value to help ensure a smooth transition. Additionally, it offers insight into how to find and engage with Value Growth Advisors and how they’re compensated.
CHECKLIST
Financial planning for business owners checklist
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 financial 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.
CHECKLIST
Achieving your philanthropic goals worksheet and checklist
Use this investor-approved worksheet and checklist to help your clients achieve their philanthropic vision on what impact they want to achieve. There is also a checklist for choosing a charity and additional references to learn more.
CHECKLIST
Retirement readiness checklist
Living those golden years to the fullest means being prepared for retirement. If your clients want to retire in the next 10 years, this investor-approved checklist can help them determine if they’re ready. They can identify the key financial variables that can make their retirement plan succeed or fail and where they may need to course correct to set themselves up to enjoy the best possible future.
CHECKLIST
Longevity planning worksheet and checklist
Leverage this investor-approved longevity planning worksheet and checklist to help your clients create a longevity plan for themselves or other loved ones. It’s important to share any plans with relevant family members or loved ones so that they can make sure that their wishes are carried out the way that they want.
Financial professionals: contact us for more information
Ask a Manulife John Hancock Investments business consultant for a review of how our practice management resources can help you grow your business.
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