Developing your go-to-market strategy for business owners
Develop a greater understanding of the exit planning network of professionals you need to build: who they are, how you find them, and how you partner with them. Learn how to develop a meaningful set of deliverables for your business owner clients by challenging your existing wealth management services and understanding how to put process in your practice so that you can impact business owners before, during, and after the liquidity event.
Strategically embed yourself with business owners with a defined set of deliverables that will support the right partnerships and help create revenue opportunities.
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Developing your go-to-market strategy workbook
PDF - 2 MBThis fillable workbook can help guide your team as you brainstorm your go-to-market exercises for business owners and develop your wealth management process.This fillable workbook can help guide your team as you brainstorm your go-to-market exercises for business owners and develop your wealth management process. -
Developing your go-to-market strategy editable graphics
PPTX - 2 MBThese "Developing your go-to-market" editable graphics can help you illustrate the wealth management services and client experience your business owner clients can expect from your practice.These "Developing your go-to-market" editable graphics can help you illustrate the wealth management services and client experience your business owner clients can expect from your practice. -
Next chapter planning workbook for business owners
PDF - 1 MBThis detailed, fillable workbook can help your business owner clients develop a plan for their life post-exit.This detailed, fillable workbook can help your business owner clients develop a plan for their life post-exit. -
Financial professional quick-start guide for the Next chapter planning workbook
PDF - 964 KBThis guide will help you navigate how and when to use the “Next chapter planning workbook” with your business owner clients and prospects.This guide will help you navigate how and when to use the “Next chapter planning workbook” with your business owner clients and prospects. -
Value growth advisor brochure
PDF - 388 KBThis investor-approved brochure explains what a Value Growth Advisor is and their typical background and experience. Details are provided 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 insights into how to find and engage with Value Growth Advisors and how they are compensated.This investor-approved brochure explains what a Value Growth Advisor is and their typical background and experience. Details are provided 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 insights into how to find and engage with Value Growth Advisors and how they are compensated. -
Financial planning checklist for business owners
PDF - 749 KBUse this checklist to hone in on potentially neglected areas of your clients' finances. It's a first step to helping them develop a holistic money management strategy that works for their business and their life.Use this checklist to hone in on potentially neglected areas of your clients' finances. It's a first step to helping them develop a holistic money management strategy that works for their business and their life. -
Estate planning essentials checklist
PDF - 1 MBNo matter your clients' ages, whether or not they have dependents or are married, estate planning is their opportunity to prioritize their wishes and what matters most to them. This "Estate planning essentials checklist" will help them think through the various elements of an estate plan and organize the details for their estate attorney.No matter your clients' ages, whether or not they have dependents or are married, estate planning is their opportunity to prioritize their wishes and what matters most to them. This "Estate planning essentials checklist" will help them think through the various elements of an estate plan and organize the details for their estate attorney. -
Achieving your philanthropic goals worksheet and checklist
PDF - 643 KBUse this Achieving your philanthropic goals worksheet and checklist to help you develop your philanthropic vision on what impact you want to achieve. There is also a checklist for choosing a charity and additional references to learn more.Use this Achieving your philanthropic goals worksheet and checklist to help you develop your philanthropic vision on what impact you want to achieve. There is also a checklist for choosing a charity and additional references to learn more. -
Retirement readiness checklist
PDF - 607 KBLiving those golden years to the fullest means being prepared for retirement. If your clients want to retire in the next 10 years, this checklist can help them determine if they are 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.Living those golden years to the fullest means being prepared for retirement. If your clients want to retire in the next 10 years, this checklist can help them determine if they are 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. -
Longevity planning worksheet and checklist
PDF - 1 MBLeverage this Longevity planning worksheet and checklist to help your clients create a longevity plan for themselves and/or their aging parents.Leverage this Longevity planning worksheet and checklist to help your clients create a longevity plan for themselves and/or their aging parents.
