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. Salesโ€”tips for selling the Insights Report and exit planning services.
  2. Marketingโ€”what has worked and how to implement.
  3. Delivery of the Insights Reportโ€”maximize ongoing client engagement.
  4. Value potential and the 21 stepsโ€”how to use the aspirational value to encourage client engagement.
  5. Next stepsโ€”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

https://zoom.us/j/92660250286?pwd=OTYvYWQvRndVb1NOdnZxUm1WNklFdz09​


Meeting ID: 926 6025 0286

Passcode: 733125

Agenda

9:00 AM - 9:10 AM
Opening Remarks
Craig West
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
Break
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

Community

Discover and connect with other attendees.

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