WEBINAR FOR FINANCIAL ADVISORS & WEALTH PROFESSIONALS
"The Missing Conversation in Business Owner Wealth Planning."
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Designed for advisors who want to strengthen relationships with business owner clients before, during, and after a transition.
The best wealth conversations begin with the business.
Business owners rarely separate their business from their financial future, even though it's often their largest asset and biggest source of risk.
Yet most advisor conversations start with the portfolio, not the business.
In this webinar, you'll learn how to start where your clients already are.
Two Perspectives. One Shared Mission.
Helping advisors become more valuable to business owner clients.
Laurie Barkman, MBA, CEPA, CMAA
Founder, The Business Transition Sherpa®
Laurie Barkman is a nationally recognized business transition advisor, former CEO, author, and creator of the B.U.I.L.T. By Design™ framework. She led a $100 million business through its acquisition by a Fortune 50 company. Today, Laurie advises founder-led companies on increasing enterprise value, preparing for transition, and aligning business success with personal financial goals.
Michael Laliberté, MSPFP, MPAS, ChFC, CEPA, CFSLA
Founder & CEO, Coastal Family Wealth Advisory
Michael Laliberté helps business owners integrate business value, personal wealth, tax strategy, and long-term transition planning into a coordinated financial plan. Michael brings a practitioner's perspective on how advisors can strengthen relationships and create greater value through meaningful business conversations.
Your next conversation with a business owner client could be the beginning of a very different relationship.
Join Laurie Barkman and Michael Laliberte to discover practical conversation strategies you can use immediately.
You'll leave with one powerful question to ask in your very next client meeting
Continue The Conversation
When you register, you'll also receive this practical resource to help you put these ideas into practice immediately.
The 7 Questions Guide
Seven practical questions that help you uncover priorities, deepen trust, and identify planning opportunities before major business decisions are made.