Advanced Markets 2026 On Demand: Trust Planning for an Exit_Advanced Strategies for Business Owner Clients

Discovery conversations help spot problems and organize steps into a financial design that earns credibility with sophisticated clients and their existing advisors. We'll cover the questions that surface problems clients didn't know they had, how to coordinate across partners without overstepping, and turn a first meeting into a multi-generational relationship. If you're leading with product, you're leaving the relationship on the table. This session shows you how to lead with planning and let everything else follow. 

By the end of this session learners will be able to:

• Participants will be able to apply structured discovery techniques to identify client goals, risks, and planning gaps. 

• Participants will be able to organize client information into a comprehensive financial planning framework that prioritizes next steps. 

• Participants will be able to coordinate effectively with other professional advisors while maintaining appropriate scope and roles. 

• Participants will be able to demonstrate communication strategies that build trust and support long-term, multi-generational client relationships.