Capitaliz Insights // Sales Beyond Transactions: Empathy, Collaboration, and Client-Centered Wins
Season 2, Episode 8
In this episode of Capitaliz Insights, Brent Heflin, Capitaliz VP of Sales, shares his consultative sales philosophy and leadership approach that’s driving growth for the team, and for advisors using the platform. He details how Capitaliz stands apart from other tools by offering an end-to-end exit planning solution built specifically for advisors who want to scale their practice while delivering exceptional client outcomes.
This brief episode with Brent explores:
• The value in a consultative and empathetic sales approach focused on understanding each advisory practice’s unique challenges
• Building a sales team based on trust, removing obstacles, and creating effective feedback loops
• The Capitaliz differentiator: an elegant approach to intrinsic value calculation that aligns with the Value Acceleration Methodology
• The ways that the Capitaliz platform intentionally fosters professional collaboration in exit planning among disciplines
• The “chicken and egg” dilemma: invest in your systems before pursuing clients
• How our success-based pricing model creates alignment: “we win when you win”
• The importance of being selective and honest about compatibility and being the right fit.
Whether you are looking for perspective on your sales philosophy or want to learn more about how Capitaliz can help scale your exit planning practice, this episode has insights for everyone.
Listen to the episode at the link below and visit capitaliz.com/get-started to see the platform in action.
