The Kings of Main Street – The Way of the Mentor
In this talk, you’ll hear about transitional and succession planning in a different and meaningful way – the way of the Mentor. It’s succession planning with heart, compassion and wisdom, taking into account how hard it is to not only let go but what to leave behind. You’ll hear how to mentor those who will succeed you, how to help them become excellent leaders while stewarding your legacy into the future. For anyone who owns a business, or has ever owned one, or will be taking one over – this talk is an absolute must-hear.
The $50 Trillion Opportunity – From Your Business Life to The Rest of Your Life
In the coming decade over $50 trillion of North American, British, European and privately held businesses around the world will undergo a change with serious implications for their owners and society in general. Whether these businesses are sold, liquidated, wind up, passed on to heirs, or re-characterized in some way, there must be a proper exit plan put in place to ensure financial growth, security, and business continuance. Owners of these companies and their trusted advisors will require leadership in taking these illiquid business assets and transforming them into secure liquid assets. The mandate of this presentation is to provide pertinent and relevant information to assist business owners and their trusted professional advisors during this turbulent transitional period.
The Trusted Advisor: How to Build and Succeed at the Business of Succession Planning
During the coming decade, both developed and emerging economies will experience the transition of the largest intergenerational wealth transfer in human history through the exchange of ownership of tens of trillions of dollars worth of businesses around the world from our aging entrepreneur population. This presentation outlines the basic issues related to succession planning for a business and gives an overview of the key strategies that will result in the trusted advisor assisting entrepreneurs to exit their businesses on their own terms, achieving their wealth preservation and wealth distribution goals, while in the process the trusted advisor builds a very successful, reputable and advisory practice for themselves.
The How-to Assemble the Right Business Succession and Execution Team
The principal theme of this session is that developing a successful business exit and estate plan is like assembling a complicated puzzle. Each part must fit with the others in order for the final image to take shape. Given the detailed knowledge of estate planning, business law, mergers and acquisitions, tax law, insurance products, financial planning, and wealth management required during the exit planning process. The objective of this session is to learn what components are needed to develop and manage a multidisciplinary team to adequately represent the client’s total interests during the process of exiting a successful business.
Go Deeper for More Highly Satisfied Clients – Building an Enduring Profitable Advisory Practice for the 21st Century
This presentation offers an overview of the tremendous value to both the trusted advisor and the client during the financial discovery process that is holistic rather than limited to the traditional financial, business succession or estate data questionnaires. By the end of this presentation, you will understand the value of “values” questions and relationship building with clients. You will learn how to differentiate your advisory practice from being an ordinary salesperson to that of being a valued consultative advisor — the new paradigm of advice vs. sales. The aim of this keynote is to assist the trusted advisor to understand how to create “highly satisfied” client relationships, resulting in helping the advisor grow their business while eliminating merely “satisfied” and “relatively satisfied” clients that may actually be costing you money and future business.