Developing your go-to-market strategy for business owners
Strategically embed yourself with business owners with a defined set of deliverables that will support the right partnerships and help create revenue opportunities.
Develop a greater understanding of the exit planning network of professionals you need to build: who they are, how you find them, and how you partner with them. Learn how to develop a meaningful set of deliverables for your business owner clients by challenging your existing wealth management services and understanding how to put process in your practice so that you can impact business owners before, during, and after the liquidity event.
-
Developing your go-to-market strategy for business owners presentation
PPTX - 30 MBOnce you understand the tremendous potential with business owner clients, the next question inevitable is, "Ok, what do I do now? How do I position my financial advisory practice to be successful working with business owners and deliver a great client experience?" This presentation takes you through the steps to create a successful go-to-market strategy.Once you understand the tremendous potential with business owner clients, the next question inevitable is, "Ok, what do I do now? How do I position my financial advisory practice to be successful working with business owners and deliver a great client experience?" This presentation takes you through the steps to create a successful go-to-market strategy. -
Developing your go-to-market strategy workbook
PDF - 2 MBThis fillable workbook can help guide your team as you brainstorm your go-to-market exercises for business owners and develop your wealth management process.This fillable workbook can help guide your team as you brainstorm your go-to-market exercises for business owners and develop your wealth management process. -
Next chapter planning workbook for business owners
PDF - 1 MBThis detailed, fillable workbook can help your business owner clients develop a plan for their life post-exit.This detailed, fillable workbook can help your business owner clients develop a plan for their life post-exit. -
Value growth advisors brochure
PDF - 354 KBThis investor-approved brochure explains what a Value Growth Advisor is and their typical background and experience. Details are provided about how they collaborate with Financial Professionals to guide business owners through the exit-planning process, helping to maximize enterprise value to help ensure a smooth transition. Additionally, it offers insights into how to find and engage with Value Growth Advisors and how they are compensated.This investor-approved brochure explains what a Value Growth Advisor is and their typical background and experience. Details are provided about how they collaborate with Financial Professionals to guide business owners through the exit-planning process, helping to maximize enterprise value to help ensure a smooth transition. Additionally, it offers insights into how to find and engage with Value Growth Advisors and how they are compensated. -
Guide to exit planning conversations
PDF - 527 KBConducting deep discovery with clients and prospects is something that most Financial Professionals excel at. However, when working with business owner clients, you will want to take those skills to the next level. This presents a great opportunity for Financial Professionals to play the role of “quarterback” on the exit advisory team and build relationships with business owners so that they are embedded on their advisory team when a liquidity event occurs. And that all starts with conversations and discovery questions.Conducting deep discovery with clients and prospects is something that most Financial Professionals excel at. However, when working with business owner clients, you will want to take those skills to the next level. This presents a great opportunity for Financial Professionals to play the role of “quarterback” on the exit advisory team and build relationships with business owners so that they are embedded on their advisory team when a liquidity event occurs. And that all starts with conversations and discovery questions. -
Developing your go-to-market strategy editable graphics
PPTX - 2 MBThese "Developing your go-to-market" editable graphics can help you illustrate the wealth management services and client experience your business owner clients can expect from your practice.These "Developing your go-to-market" editable graphics can help you illustrate the wealth management services and client experience your business owner clients can expect from your practice.
Continuing education
Find digital CE-accredited courses to enhance your practice knowledge. Effortlessly monitor your course progress and instantly download the completed course credits.
Need guidance on practice management? We’re here to help
Use our request a callback feature to connect with a knowledgeable representative who can walk you through the essentials of practice management and answer your questions.
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.
4784044