Struggling to find your next client? You’re not alone — it’s the #1 challenge advisors share with us.
Join Capitaliz and Dr. Craig West on Thursday, July 9 at 4:00 PM EST for a focused 60-minute webinar designed to give you a clear, actionable path to building your pipeline.
We’ll break down exactly who your ideal client is, walk you through the full customer journey, and share two proven playbooks for generating leads and getting prospects to book a conversation with you — all built at Succession Plus using the Capitaliz methodology.
What you’ll walk away with:
- A detailed Ideal Client Profile (ICP)
- An overview of the owner acquisition journey
- Two lead generation playbooks (high-level)
- Two proven engagement strategies to get prospects to talk to you
- Sample scripting to confidently start the conversation
This webinar is your gateway to Bootcamp — where the full playbooks live.
