Acquiring and serving business owner clients
Turn to us for help with this potentially lucrative client segment. We’re committed to providing you with the education, tools, and resources to support you and your business owner clients.
Empowering business owner conversations (CE approved)
Working with business owners can be challenging and yet very lucrative. We know from the Exit Planning Institute’s 2025 State of Owner Readiness, Canada National Report that 51% of owners want to exit their business in the next 10 years. This research also tells us that although 72% of business owners agree that having a transition plan is important for both their business and their personal future, 78% have no written transition plan and 74% have no external advisory team in place. This is a space that is ripe with opportunity. “Empowering business owner conversations: becoming the business owner’s most trusted advisor” is about embedding yourself with business owners so that you're a trusted team member when the liquidity event occurs.
Developing your go-to-market strategy for business owners (CE approved)
Once you understand the tremendous potential with business owner clients, the next questions are inevitably, OK, what do I do now? How do I position my financial advisory practice to be successful in working with business owners and deliver a great client experience? Developing your go-to-market strategy for business owners takes you through the steps to create a successful go-to-market strategy.
Continuing education
Find digital CE-accredited courses to enhance your practice knowledge. Effortlessly monitor your course progress and instantly download the completed course credits.
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Important disclosures
Important disclosures
The information provided in this presentation is for advisor use only and is not intended for the general public.
All overviews and commentary are intended to be general in nature and for current interest. While helpful, these overviews are no substitute for professional tax, investment or legal advice. Clients should seek professional advice for their particular situation. Neither Manulife, Manulife Investment Management Limited, Manulife Investments, nor any of their affiliates or representatives is providing tax, investment or legal advice.
This material was prepared solely for informational purposes, does not constitute an offer or an invitation by or on behalf of Manulife Investments to any person to buy or sell any security and is no indication of trading intent in any fund or account managed by Manulife Investments. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Unless otherwise specified, all data is sourced from Manulife Investments. Manulife Investments is a trade name of Manulife Investment Management Limited.
Certain statements contained in this communication are based in whole or in part on information provided by third parties and Manulife Investments has taken reasonable steps to ensure their accuracy but can’t be held liable for such information being inaccurate. Market conditions may change which may impact the information contained in this document.
Manulife, Manulife & Design, Stylized M Design, and Manulife Investments are trademarks of The Manufacturers Life Insurance Company and are used by it and by its affiliates under license.
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