Are you ready to elevate your business advisory services and stand out as the go-to expert for your clients? In this video, we’ll explore cutting-edge strategies that top advisors like Gary from *20-20 Management* use to build trust, generate more revenue, and create long-lasting client relationships through effective succession planning.
At 20-20 Management, Gary and his team help businesses identify their biggest opportunities for growth while ensuring a smooth transition through the next generation of leaders. By leveraging tools like the Succession Matrix® and the Certified Succession Planner™, advisors like Gary are setting the standard for excellence in succession planning.
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*STRATEGIES FOR SCALING YOUR BUSINESS ADVISORY PRACTICE:*
As a seasoned business advisor, your expertise is undoubtedly valuable. However, it is important to be aware that experience sometimes leads to complacency, commonly known as the 'I know that' syndrome. This mindset can hinder our ability to continue learning. In a constantly changing world, where various factors such as human nature, behaviors, tax law, technology, and politics influence our clients' business goals, it is crucial for us, as advisors, to maintain a mindset of a lifelong student and continuously adapt. To have a significant impact on our clients' lives, we must remain flexible and actively seek new learning opportunities. This is where the ISPA® steps in. We are committed to being your main source of experiential knowledge, practical insights, and actionable strategies that you can immediately apply to enhance your practice and better serve your clients.
*About the International Succession Planning Association® (ISPA®):*
The ISPA® offers advanced planning and support materials to professionals such as financial advisors, exit planners, attorneys, accountants, bankers, wealth managers, and business consultants. The ISPA's objective is to give business advisors access to educational resources, technology, and developmental programs that will enhance their ability to assist clients who own or have a vested interest in the long-term success of closely-held businesses.
*CERTIFIED SUCCESSION PLANNER™ (CSP™)*
The Certified Succession Planner curriculum provides an in-depth understanding of the Succession Matrix, a collection of complex family, financial, personal, and management dynamics that impact business longevity and success. Understanding these dynamics positions you to identify and facilitate complex issues that arise in the succession planning process of a business.
*SUCCESSION PLANNING ASSESSMENT™ (SPA™)*
The Succession Planning Assessment® (SPA™) is a online tool designed by experts in the field. It is aimed at business advisors who want to enhance their services by providing succession planning consulting. This tool provides a thorough assessment and planning platform, enabling advisors to recognize and create strategies to tackle important issues that affect a business's performance, value, and long-term success.
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*WANT MORE RESOURCES?*
Check out our succession planning resources page: ispassociation.org/blog
Give us a call, and in 30 minutes, we will help you find clarity on your next steps. *407.578.4455*. ispassociation.org/
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