Join us on Wednesday, May 14 at 1:00pm ET for an in-depth tour of the comprehensive Capitaliz platform and suite of advisor solutions. This interactive session led by Zach Broyles, VP of Client Success, will examine the features that make Capitaliz the premier choice for advisors seeking to enhance their exit and succession planning capabilities and help their clients accelerate business value.
What you will learn:
- Overview of Capitaliz: See for yourself the comprehensive planning platform designed to guide clients through value acceleration strategies.
- Client Engagement: Discover the Value Gap Assessment and other marketing and prospecting tips to effectively engage with clients.
- Strategic Planning Recommendations: Review key deliverables, like the Business Insights Report, and how the suggested recommendations impact your client’s business in real-time with Dynamic Revaluation.
- Project Management Features: Explore the platform’s roadmaps, checklists, and other organization tools to streamline implementation.
- The 21-Step Process: Learn how to integrate a proven framework for maximum efficiency.
- Advisor Benefits: Understand how investing in a comprehensive platform can help scale your practice and evoke confidence in your advice.
- Define Your Role: Clarify your position on the advisor team and identify the right tools to fulfill your responsibilities in the exit planning process.
In one hour or less, the session will give participants an all-inclusive look at the platform, leaving no questions unanswered. The benefits the platform brings advisors reflect our confidence in your ability to grow your practice with Capitaliz.
Register for the demo session today for strategic planning made easy.
CLICK HERE TO REGISTER
