Transition Options Advisor Bundle
Learn the fundamentals of transition readiness and acceleration and join a cohort of advisors in the Path to Success to learn how to work with owners in a more meaningful way.
Reg $2,499
Bundle includes
Here are all the products that are included in your bundle.
-
Programs
Transition Readiness: How to Prepare Your Clients
CourseLearn the fundamentals of transition readiness and value acceleration from instructor Sean Hutchinson. Gain the knowledge and have access to tools to support your owner clients on their journey.
$260
-
Learn More
Programs
Path to Success Advisor Program
CourseIt's time to reimagine your traditional approach to client interactions. Alongside professional advisors, discover why you need to move away from a solutions-based approach and instead lead with curiosity, meaningful discovery and active listening.
$1,499
-
Programs
Next Level Discovery: Deep Dive
CourseThis session will help you elevate your discovery process to make it more enjoyable for you and your prospects and clients while also collecting meaningful, helpful information to better inform your ongoing relationship.
$19