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Interviews with Top Advisors for Top Advisors!
Top Advisor Podcast™
Ep. #109 – How Financial Advisors Win & Keep Business Owner Assets with Scott Bushkie
Did you know? 96% of business owners are open to switching advisors right before, during, or after the sale of their business.
That’s a staggering stat from a recent study discussed on the Top Advisor Podcast with Scott Bushkie – highlighting both a threat and a huge opportunity for financial advisors.
If you’re working with business owners or want to attract more, here are three actionable takeaways from the episode:
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Case in Point: The Danger of Waiting
Hear what happens when a trusted advisor “waits for the call” after a client sells – only to lose out on tens of millions in new assets because they weren’t proactive.
Or discover how partnering with experts and running a competitive sale process turned an initial $31M offer into a $51M payday for both the business owner and their advisor.
Advisors: This is an immediate opportunity to be the hero your business owner clients need or risk losing them at the most pivotal moment of their financial lives.
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