This is a past event. Registration is closed.
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:
- Sales—tips for selling the Insights Report and exit planning services.
- Marketing—what has worked and how to implement.
- Delivery of the Insights Report—maximize ongoing client engagement.
- Value potential and the 21 steps—how to use the aspirational value to encourage client engagement.
- 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
9:00 AM - 9:10 AM
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.
10:15 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.