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Succession-Retirement Strategies & Solutions, Inc.
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At any given time 40% of closely held business owners are facing the issue of ownership transfer -- SBA
You have probably heard, as we have many times, that the financial services industry (including financial planners, insurance advisors, CPAs and attorneys) is becoming commoditized. This is to say, your products, systems, services are now “shopped around” by the prospect, and you have lost the ability to differentiate yourself, your expertise, and your worth. Ultimately leading to decreased fees, commissions, and income.
The solution to the commoditization?
Most successful advisors become entrepreneurs creating their own brand to capitalize on their own expertise, skills and existing resources. Moreover, the successful advisors are able to create the distinction between the commoditized product driven advisor and their unique process-focused solutions.
The entrepreneurial advisor’s focal point has become the closely held business owner market place. They are shifting their focus from implementing a templated product or service designed for the masses and creating a unique process for development and implementation.
The Small Business Administration observes “that at any given time 40% of closely held business owners are facing the issue of ownership transfer”. Click HERE for more Private Business Owner surprising statistics!
The topic of SETplanning℠ (Succession, Exit or Transition), or leaving their business, will be discussed by most business owners at some point in their life. And yet, there has never really been a planning solution specifically developed to address this very basic fact: Every business owner will leave their company at some point, voluntary or otherwise.
The simple premise is: Estate Planning, Personal Financial Planning, Wealth Design Planning are all important and necessary, but are now a commodity and focus on death. The entrepreneur advisor will focus on the business owners living years or his life after exiting the business. SETplanning℠ will breed renewed enjoyment in the business owner and will demonstrate the distinction of the entrepreneur advisor from the commoditized advisor.
SETplanning℠ brings a process that will be implemented and followed by the closely held business owner for one simple reason: You demonstrate to the business owner how he can accomplish his personal goals, and his financial objectives. Instead of thinking about life after a career, they can live life after they exit their business.
Click here for specific information as to when and where Succession-Retirement Strategies & Solutions will be conducting this SETplanning℠Executive Briefing for Advisors or to register to attend this important briefing. We will explain the Seven Step strategic approach to SETplanning sm .
To learn more please click here contact us directly.
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