In order to convince a Seller that a Buyer’s firm is a safe landing spot for the clients and employees of the firm he or she has spent a lifetime building, Buyers must shift from their Client Pitch to an Advisor Pitch that highlights a proven infrastructure that selling advisors can confidently plug into. The Seller must feel that all the heavy lifting of running a business is taken care of for them, and they can go back to just focusing on their clients and prospects. Professional Buyers have a clear and powerful benefit message that is easily understandable and appeals to the selling advisor’s long-term future and continuity goals.
In this hour-long webinar, Matt Sonnen joins Linda Ding of Laserfiche and Tim Welsh of Nexus Strategy to present the findings of our recent joint white paper.
Watch/listen to the webinar replay here.