Find, Engage & Win Business Owners
A Proven Sales Playbook for Advisors | Hosted by Dr. Craig West
Building a pipeline as a financial advisor doesn’t have to feel like guesswork. In this 60-minute session, Dr. Craig West — Founder of Capitaliz and Succession Plus — breaks down the exact methodology his team uses to help advisors find, engage, and win business owner clients.
Watch the recording and download the slides below.
What You’ll Learn
Your Ideal Client
Business owners aged 45–65 with 70–90% of their net worth tied up in a single asset. Once you know exactly who you’re looking for, your outreach gets sharper and your conversations get better.
Two Lead Generation Playbooks
The Value Gap Assessment — a 15-minute diagnostic you can add to your website, email signature, and events to generate inbound leads on autopilot. Plus a referral and network playbook for building relationships with the CPAs, attorneys, and business coaches who already serve your ideal clients.
How to Get Prospects to Engage
Two proven approaches: insight-led outreach that leads with value instead of a pitch, and an event and community strategy that brings prospects to you. Both come with sample scripting so you know exactly what to say.
The Sales Funnel That Works
Event or webinar → Value Gap Assessment → sales meeting → Business Insights Report → retainer client. With roughly 50% conversion at each stage, the math works. You just need a full top of funnel.
The Long Game
Sales cycles in this space run four months to four years. The advisors who win are the ones who stay top of mind. Consistent content, regular outreach, and a structured referral program are what make that possible.
Ready to go deeper?
The full playbooks, scripts, templates, and coaching live inside the Capitaliz Plus Advisors Bootcamp in Dallas. One new client pays for it — and then some.
