This 8-week program specifically designed for professionals who work closely with business owner clients. 

This practical training is a great opportunity to expand your expertise, grow your client base and invest in your professional development.

You will

  • Strengthen your relationships business owner clients.

  • Connect with the core concepts of transition planning, value acceleration and transition-readiness.

  • Establish a structured approach for owner client and prospect engagement.

  • Have access to tools, resources and learn from a cohort of like-minded advisors.

Program Outline

Week 1 - Qualification

Content for each week would be linked below.

Link to Meeting Registration

Presentation - Downloadable PDF

Resource

Resource

Link to Exercise

Watch Intro Video

Week one Video Example

video format example

Week 2 -Implement, track, evaluate and adapt

Link to Office Hours Registration

Presentation - Downloadable PDF

Important Links

Add key info below

  • Live Interactive Training

    Links to other videos

  • Live Check in Office Hours

    List date times and links

  • Contact Info

    email at [email protected]

Instructor(s)

Partner, Strategic Development and Partnerships (USA) Sean Hutchinson,

CEPA, CMAA

Over Sean Hutchinson’s 30 years in business, the most valuable lessons he has learned have been from business owners who generously shared their stories of success and struggle. Sean’s primary focus is strategy and growth. He helps owners and their leadership teams to imagine what being a ‘company of the future’ looks like for them, and then helps them achieve it.

Partner, Strategic Development and Partnerships (Canada) Cindy Reid-Shelton,

CFP, ChFC, CLU, TEP, CEPA, CBA

Throughout Cindy Reid’s nearly 30 years as a trusted advisor and instructor in the financial industry, she has endeavoured to deliver the best advice available to clients and advisors alike. As an industry professional and business owner who knows the value of expert advice, Cindy is committed to education and keeping on top of the ongoing evolution of the financial and economic landscapes. She has successfully achieved accreditation as a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Trust and Estate Practitioner (TEP), Certified Exit Planning Advisor (CEPA) and Certified Business Advisor (CBA).

Cadence of Learning and Doing