With Guest Expert Matt Coyne
There’s a tsunami of baby boomers who will be selling their business in the next 10 years—and a tidal wave of younger ones looking to sell after COVID.
As a financial advisor, you’re in a unique position to ride this wave and grow your AUM by helping your clients sell their businesses, cash out, and invest those earnings with you.
To help teach you how to do this, I’ve brought on expert guest Matt Coyne from The M&A Mastery Program—an 8-week High-Intensity Mentoring Program for financial advisors who want to generate more income from their business owner clients.
In this conversational webinar, Matt and I talk through:
- How to position yourself as the go-to expert who can help your clients sell their business
- Why it’s your job as a financial advisor to help your business owner clients (and not their accountant’s job)
- How you can leverage the sell of their business to grow your AUM without having to bring on new clients
- Why so few advisors think they’re qualified to help their business owner clients exit their business (and how to change this mindset)
Even if you don’t specialize in serving business owners, this webinar is for you! There’s a good chance you have at least one business owner on your client roster. And at some point, they’re going to want to sell. It’s your job to start this conversation with them now so you can help them maximize their earnings, then invest it with you for years to come.
This webinar is completely free—and everyone who attends will get a copy of Matt’s latest book, Straight Talk: From the Front Lines: Dispelling the Myths and Providing Clear Guidance about Selling Your Business.
Register now to save your spot.
Claire Akin runs Indigo Marketing Agency, a marketing firm serving top independent financial advisors. Claire is a former Investment Advisor Representative who holds her MBA in Marketing from the Rady School of Management at UC San Diego as well as a BA in Economics from UC Davis. It’s her goal to help specialist advisors target their ideal prospects with content marketing.
Matt is the creator of The M&A Mastery Program, an 8-week High-Intensity Mentoring Program for financial advisors who want to generate more income from their business owner clients. Matt helps provide financial advisors with the tools they need to effectively coach their clients to plan and prepare for selling their business.