Webinar Now Available On-Demand!
Title: Engage and Accelerate: Effectively Navigating the Discover Gate with Capitaliz
Date: Thursday, February 20, 2025 at 1:00pm – 2:00pm ET
Host: Jared Johnson, Capitaliz President
Presented in partnership with the Exit Planning Institute
Description:
Join Capitaliz President, Jared Johnson, on Thursday, February 20, 2025, for an insightful webinar focused on navigating the Discover Gate within the Value Acceleration Methodology. This session will explore the essential components that advisors need to understand to effectively engage clients and secure planning engagements. Jared will share conversation and client engagement strategies that leverage your transferable skills and exit planning knowledge.
Participants will learn how to effectively identify triggering events, conduct business valuations, perform planning assessments, and create prioritized action plans. Additionally, Jared will illustrate how the Capitaliz platform aligns seamlessly with the Value Acceleration Methodology, providing actionable strategies that can make an immediate impact on your planning practice.
Learning Objectives:
1. Master the Discover Gate Elements: Understand the critical components of the Discover Gate, including triggering events, business valuations, planning assessments, and action plans.
2. Enhance Client Engagement: Learn effective conversation techniques to engage clients and win planning engagements, utilizing your existing knowledge and transferable skills.
3. Integrate Capitaliz with Value Acceleration: Discover how to leverage the Capitaliz platform in conjunction with the Value Acceleration Methodology to streamline your exit planning processes.
4. Implement Actionable Strategies: Gain insights into actionable strategies that can be immediately applied in your planning practice to drive results.
5. Build a Comprehensive Planning Approach: Explore how to create a prioritized action plan that addresses client needs and enhances overall service delivery in exit planning.
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