FOR FINANCIAL ADVISORS · 60 MINUTES · VIRTUAL

The Advisor Who Sees What Others Can't

A New Edge With Business Owners

73% of financial advisors lose their clients at the moment of exit — the exact moment the wealth is created.

Here's the part most advisors miss: the business owner already has a number in their head for what it's worth. That number is usually wrong.

You talk asset allocation and Monte Carlo simulations. Your business owner hears a stranger. Strangers don't get invited past the P&L.

This session gives you the lens and the language: what's actually driving that number, and how to talk about it in a way a business owner will actually hear.

In 60 minutes, you'll walk away with:

• The four hidden value drivers that make up to 80% of what a business is actually worth

• A simple way to show a proud business owner their number is probably wrong, without losing their trust

• The exact 15-minute conversation you can run in your next client meeting

• Language business owners actually respond to, because it's built for them, not for advisors

See what others can't. Guide what others won't. Become irreplaceable.

Hosted by Alan Fuhs & Tina Dao, Success Architects · Liberated Leaders