The Conversations Before the Endgame

The Conversations Before the Endgame

Most advisors wait for a client to raise exit or succession before the conversation starts. By then you're reacting rather than leading, and the chance to shape the plan has already narrowed. This session is about starting earlier. You'll learn to recognize the signals that an owner is ready for a deeper conversation, even when they haven't said so, and how to open that door naturally without it feeling like a pitch.

Walk away with: a set of conversation triggers and discovery questions that reveal where a client actually is in their thinking, and a framework for introducing endgame planning at the right moment in the relationship.