ON-DEMAND WEBINAR

BUSINESS OWNER PSYCHOLOGY AND THE OWNER TRANSITION PROFILE

Despite providing years of wise counsel, data, and skilled technical advice to your business owner clients, sometimes they’re no closer to taking action in their business transition plans. 

This webinar gives you the knowledge and tools you need to better understand your clients’ behavior and gauge how ready they are to transition their business.

Topics include…

• The advisors' dilemma
• The psychology of owners - role, identity, approach to change, and self-awareness
• An introduction to the Owners Transition Profile
• How to use these tools to achieve complementary goals of both owner and advisor