Event Details

This session is designed for you, whether you are a prospective Capitaliz client or an Accredited user. The Capitaliz team will cover the following key learning outcomes:

  1. Sales—tips for selling the Insights Report and exit planning services.
  2. Marketing—what has worked and how to implement.
  3. Delivery of the Insights Report—maximize ongoing client engagement.
  4. Value potential and the 21 steps—how to use the aspirational value to encourage client engagement.
  5. Next steps—how to get started / build the exit planning business.

Join the meeting in person at the Legacy Advisors Arizona office or by Zoom. Bring your computer!

Legacy Advisors AZ Office

8767 E Via de Ventura Ste 100A, Scottsdale, AZ 85258

Join Zoom Meeting


Meeting ID: 926 6025 0286

Passcode: 733125


9:00 AM - 9:10 AM
Opening Remarks
Mark Dorman and Craig West of Succession+/Capitaliz will welcome you to the session and explain the value of Capitaliz.
9:10 AM - 10:10 AM
Mock Presentation of a Business Insights Report
Learn how to effectively present the Business Insights Report to your clients.
10:10 AM - 10:15 AM
10:15 AM - 10:45 AM
Understanding Capitaliz's 21 Steps and Implementation Plan
10:45 AM - 11:00 AM
Highlights of New Capitaliz Platform Features
11:00 AM - 11:30 AM
Tips & Tricks for Success with Capitaliz
Special emphasis will be given to winning and having a good experience with the initial BIR.
11:30 AM - 12:00 PM
Q&A and Feedback Session


Discover and connect with other attendees.