Elevate Your Ultra High-Net-Worth Business Owner Practice

Are you ready to elevate your advisory practice and stand out in a competitive market? This workshop is your opportunity to master advanced strategies to grow your high-net-worth client base and enhance your service offerings. Tailored exclusively for IR Global members, this session will teach you about the framework for efficiently integrating comprehensive business advisory and succession planning service offerings into your practice to drive revenue and ensure you remain indispensable to your clients.

Through the development and implementation of client-centric strategies, participants will learn to build and leverage strategic networks through collaborative partnerships, expanding their influence and reach. They will explore and diversity their service offerings with advanced success planning, and unlock new revenue streams that establish a distinct market advantage.

Please bring your laptop or tablet to actively participate in the hands-on portion of this workshop.

Learning Objectives:

• Develop and Implement Comprehensive Business Advisory and Succession Strategies
• Cultivate and Leverage Strategic Client Relationships and Networks
• Expand Service Offerings Through Advanced Succession Planning