Beyond the Business

Your client knows they want out eventually, but "eventually" isn't a plan, and without a clear picture of what comes next, it's hard to create urgency or build real momentum in the relationship. This workshop develops your ability to facilitate conversations about life after the business: the personal goals, identity shifts, and financial realities that determine whether an exit actually feels like success. You'll leave with discovery questions and conversation frameworks that help clients think concretely about their next chapter and position you as the advisor who helps them get there. Using the Freedom Score and the Endgame Conversation.