Wednesday, August 21 at 12pm ET
Zach Broyles, head of business development at Capitaliz, gives an exclusive demonstration of the Capitaliz Business Insights Report—a powerful tool that helps advisors quickly convince prospects of the immense value you’ll bring to their business. In this less-than-one-hour session, dive deep into how this comprehensive report pulls numerous data sources to uncover critical value gaps, highlight their impact on a business’s worth, and offer the most efficient strategies for addressing them.
This platform demonstration will show advisors:
- How to position the Business Insights Report within the 21-Step exit planning framework and the Value Acceleration Methodology
- The features of the report and the owner’s cost of not hiring you
- Why the report is essential to showcasing your planning services and how you can make your clients’ businesses more attractive, valuable, and exit ready.
Check out this feature firsthand and how you can turn prospects into long-term clients, sending your advisory practice to new heights.
