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Relationship Development Succession Planning

JD Supra Perspectives

Upping Your Business Development Game is a Powerful Succession Strategy

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If the revenue now brought in by senior partners is not replaced by the time they retire, their firms will inevitably contract. David Wood looks at the importance of BD coaching...more

IR Global

The Proactive Advisor: Unlocking Growth Opportunities through Strategic Engagement

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In the fast-paced world of business advisory, being reactive is no longer sufficient to meet clients’ evolving needs. Advisors can position themselves as indispensable partners by understanding clients’ growth processes,...more

IR Global

Boost Client Acquisitions: A Guide for Business Advisors

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As a business advisor, understanding the succession process for business owners can significantly benefit your ability to attract and build a business owner practice successfully. Long-term thinking can be complex for some...more

IR Global

Succession Planning Advisors – How to Become the “Trusted Advisor”

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Connecting with the Values and Motivations of Business Owners - As a business advisor, one of the most crucial skills is communicating effectively. In a recent video by Kendall Rawls, Director of Development with The Rawls...more

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