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PFP2124 - PFP2124. Improving Business Transition Outcomes of Financial Advisors and Their Clients

‐ Jul 28, 2021 3:45pm

The largest financial asset of both financial planners and their small business clients is commonly their equity in the businesses they own and operate. The retirement quality of both financial planners and their small business clients is heavily influenced by the degree of success they experience when they monetize their business ownership stake.

Fortunately, the keys to successful business transitions for financial advisors and their small business clients are similar. Financial planners are uniquely positioned to help their small business clients improve the execution of their business sales and, by following their own advice, improve the sale execution of their own investment advisory practices.

This session will address challenges financial planners may face in providing this assistance including their own resistance, client resistance, business problem identification and remediation and development of a valuable support network. 

Learning Objectives:

  • Predict and deal with resistance
  • Identify issues likely to undermine a successful transition
  • Assemble clients toward solutions to identified problems


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