Sam Walters, VP of Client Relationships at Capitaliz, gives an insightful webinar on the six most common pitfalls of new exit planners. Drawing from his extensive experience and daily conversations with advisors, Sam shares real-life stories and practical advice on how to steer clear of these common challenges ranging from a lack of planning process management to roadblocks in practice integration and more.
This webinar not only highlights the importance of following a framework, using diagnostics, and collaborating with other advisors but also emphasizes the power of integrating exit planning into your professional services and the benefits of specialization.
Check it out to see your chance to build stronger advisor teams and acquire the tools to effectively engage prospects and manage the process from beginning to end.
