Peter and Greg will provide you with the tools to partner with your business owner clients and guide them through a process that identifies their vision and goals; determines the current value of their business now versus where they want it to be; and develops a gap or surplus plan to increase income or take chips off the table. Help your business owners achieve their vision and get where they want to be upon retirement.

(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

Presented by Greg Banner, CLU®, CFP®, CRTP and Peter Sieffert, Business Consultant

Click play to view a short video about ‘Delivering Vision – Engage Your Business Owner Clients’