For RIA, CFP®, CEPA® Advisors

Win the Exit Conversation Before Your Client Has It With Someone Else

Most advisors don’t lose clients during the exit, they lose them before the conversation even starts.

These 7 strategic questions help you uncover exit intent early, deepen client trust, and position yourself as the advisor they turn to when it matters most.

Laurie Barkman, CEPA®, MBA, CMAA

Nationally recognized author and business advisor for high-value exits.

Financial planners use this guide to uncover exit intent early and lead the conversation.

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