Good exit planning begins with helping the client figure out where they are. And that involves lots of intake. Unfortunately, questions are often devalued as a thinking tool, shutting down peoples’ problem-identification too early. Then, perceived solutions are often paired to the wrong problem, or to a surface-level symptom.
Join Melisa to understand how to use business/personal assessments to spot opportunities, gaps and issues – and get deeper to learn what is and is not important to your clients. Help your clients identify exposure to business and personal risks and implement business initiatives that build value, grow the business, and cause better marketability.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)
Presented by Melisa Silverman