Best Practices for Client Discovery
Imagine Your perfect discovery process... What might it include? What must it produce? Best practice is to begin with defining strategic intent. Not...
The is no such thing as an 'exit planner'. But there are LOTS of pros providing exit planning services - and we love them. The exit plan is the ultimate strategic plan because it connects personal and professional goals at the same point on the horizon. Do you want to see how the Growth-Drive System supports your Exit Planning Services?
Check it out. In this 3+ minute video George highlights the tools that all pros can use - whether you're a wealth or insurance advisor, CPA, Management Consultant, M&A Pro, or Fractional CFO. Exit planning is a team game, and we support and celebrate your work.
We are proud to be attracting so many exit planners to this great community, and excited about our strategic relationship with the Business Enterprise Institute. Check out their new Owner-Based Planning program that is a powerful intersection between Growth Advisors and Wealth & Insurance Pros.
We'd love to know what you think and answer your questions. Please email support@growth-drive.com.
Imagine Your perfect discovery process... What might it include? What must it produce? Best practice is to begin with defining strategic intent. Not...
In this short video, Growth-Drive Founder & CEO George Sandmann discusses why you should be helping clients increase Strategic Capacity™ immediately...
Discover how Growth-Drive tools can help assess and reduce owner dependency, ensuring your business thrives independently.