On Wednesday, October 16, 2024, Capitaliz President, Jared Johnson, explored the transformative impact of adding Exit Planning to your business advisory practice. Watch the recording below to see how offering Exit Planning services can create a powerful new or recurring revenue stream while delivering significant value to your clients.
In this session, Jared discussed:
- A revenue calculating tool to estimate the potential financial impact of offering Exit Planning services.
- Proven strategies for advisors considering adding Exit Planning to their practice.
- Tips to show your clients their ROI in hiring you as their Exit Planning advisor.
- Methods to highlight progress and results to clients throughout the planning process.
- And much more!
Download the slide deck here, or check out the recording below.
