Over the next 20 years, nearly 80 million Baby Boomers will
retire. Many of them are business owners whose liquidity is
locked up in a corporate entity, and several things need to happen
for their dreams to come true.
This program addresses the story behind this market phenomenon
and how trusted advisers can ease a client's pain by introducing
collaborative solutions. The resultant impact on the
adviser's own practice is tangible: Client Acquisition,
Retention & Growth in your existing book.