Capitaliz Insights // From Taking Part to Taking Charge: Navigating Advisor Roles in Exit Planning
Season 2, Episode 4
In Episode 4 of the Capitaliz Insights podcast, Craig West and Jared Johnson dissect the pivotal roles advisors play in exit planning engagements. Discover how you can enhance your advisory services by understanding three key roles: the Exit Planning Generalist, the Project Manager, and the Exit Planning Expert.
Whether you’re just starting out or looking to specialize, this episode provides valuable lessons in defining your role on the advisor team, how to use your strengths, and how to add significant value as you guide clients through the process.
Tune in and learn how Capitaliz can support you at every stage of your advisory journey.
