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Client Workshops – Business Planning

Workshop marketing is a great strategy to generate new prospects and reengage with your clients.

These topics have been created exclusively for business owners. Within that broader category, you’ll see some topics address the personal financial planning needs of the business owner while others address the needs of key employees, executives or even the organization itself.

Topics for Business Owners

Topic/Description PowerPoint Support Materials
Business succession planning  Provides business owners with tips for successfully transitioning out of their business. BB10299
(33 slides)
Solutions to business owner challenges Provides business owners with strategies for protecting their business, their employees and their lifestyle. BB10543
(21 slides)
Strategies to help solve your key employee challenges  Highlights the advantages of key employee benefits and key person insurance.

BB11400
(23 slides)

Why your business value matters  Explains why it's vital for business owners to have a current business valuation.

BB10842
(36 slides)

 

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