From Emotion to Execution: Moving Owners Toward Meaningful Action
Thursday, December 11, 2025
1:00pm – 2:00pm ET
Description:
Business owners rarely act because of data alone. They act because something feels urgent, risky, or possible. As advisors, learning to bridge that emotional spark with structured analysis is the key to advancing any exit planning conversation.
Join Capitaliz President Jared Johnson for a powerful year-end session designed to help you guide owners from hesitation to decisive action using emotionally resonant questions paired with clear, data-backed insights. You’ll learn how to unlock owner motivations, surface what’s truly at stake, and use Capitaliz tools to validate decisions with objective numbers owners can trust.
This session will break down a repeatable framework advisors can use to initiate planning conversations, sequence early engagements, and convert emotional reactions into measurable progress. Jared will share examples of questions that spark movement and anchor forward momentum with data-driven recommendations.
Leave the webinar with practical conversation playbooks, example phrasing, and proven methods to accelerate buy-in with both new prospects and long-standing clients as you head into 2026.
