How Financial Planners Can Use Authority Positioning To Reach Clients Interested In Exit Planning

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The Authority Positioning Coach positions you as an influencer in your industry to attract more clients | Marketing Huddle, LLC.

As a financial planner, you may be looking for ways to get more new clients. And if you’re targeting business owners who need exit planning services, then authority positioning can help. When you establish yourself as an expert in your field, you become the go-to source of information for those who need your services. This article will discuss using authority positioning to attract more clients from business owners who need exit planning assistance.

If you’re a financial planner who works with small business owners, then you know that many of your clients don’t have a formal exit plan. This can cause problems down the road. That’s why it’s so important to educate your business owners who need exit planning services.

Here are the top learning points business owners must realize about exit planning:

• Exit planning is different from retirement planning.

• Exit planning is about creating and maximizing value in a business to be sold for the highest possible price.

• Retirement planning is about having enough money to live on after you stop working.


• Most business owners do not have a formal exit plan.

• A lack of an exit plan can result in lower sale prices, tax consequences and other problems.

• Exit planning is a process that should start years before a business owner plans to sell their business. This is important because it takes time to implement strategies to maximize value.

Financial planners specializing in exit planning can help business owners with this process. To become an authority on exit planning, financial planners should:

• Read books and articles on the subject

• Attend workshops and seminars

• Consider getting certified in exit planning

A good exit plan will help business owners make better decisions about their business, leading to a more successful sale. But an advanced strategy may not include a sale of the business at all; it may be about passing it on to the next generation or selling the company to an employee.

Exit planning is not just for business owners looking to sell their businesses. It is also for business owners who want to ensure that their companies will continue to thrive after being no longer involved in the day-to-day operations.

Business owners often feel that their business is a member of their family because they have poured their heart and soul into it. Also, because it represents their legacy, financial planners can help business owners with exit planning by providing them with the resources and knowledge needed to make informed decisions about their businesses’ future.

Financial planners can help business owners with exit planning by guiding, creating and maximizing value in their businesses.

One way to get started with authority positioning is to write blog posts that focus on exit planning for business owners. This will show potential clients that you have the knowledge and experience to help them with their own exit planning needs. You can also create video content, host webinars or give talks sharing your expertise; you’ll be able to position yourself as a leading expert.

Another way to use authority positioning is by writing articles for industry publications. This can be an effective way to reach a broad audience of potential clients. And by having your work published in respected publications, you’ll further cement your status as an expert in exit planning.

Another strategy is to get interviewed on podcasts teaching business owners about exit planning. For example, I recently did a podcast interview with a CEO who works with financial planners to help them connect with affluent business owners to provide info on exit planning. Getting interviewed on podcasts will help establish you as an expert in the field, and business owners will be more likely to come to you when they’re ready to start planning their exit.

As a financial planner, you are uniquely positioned to help business owners with exit planning. You have the skills and knowledge they need to make informed decisions about their businesses’ future. By positioning yourself as an authority on exit planning, you will be able to attract new clients from among the ranks of business owners who need your help.

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