Financial Professionals

Chapter events

Chapter Meeting &
Networking Social
May 15

Golden Valley Country Club
Joint meeting with Alliance of Professional Associations: Triggering Owner Action: Moving a Marketplace
Presenter Scott Snider
2:30 - 5:00 pm
Followed by Networking Social: 5:00-6:30 pm

The single biggest challenge facing exit planning advisors today is competition. But not your typical competition, not the “advisor next door.” You are up against the greater opponent: DOING NOTHING.
We’ve all heard it from our business owner clients...
I’m not looking to make any shifts in the near future so this isn’t relevant for me.”
“I’m sorry, but I’m too busy to worry about this

Or even worse...silence.
Exit planning is the fastest growing marketplace within the financial and professional services industry, with the exit of millions of Baby Boomer business owners on the horizon totaling more than $10 trillion dollars in transferable wealth. This is your "$10 Trillion Dollar Opportunity” and now is the time to develop a strategy that embraces the owner mindset, provoking good questions, providing a breadcrumb trail to useful information, and empowering owners to take action.

Thanks to our May Host & Platinum Partner:
Mairs & Power

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