Learn to help clients in personal transition planning
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The document discusses personal transition planning for clients leaving their businesses or careers successfully. It outlines a 5-step program to help clients: 1) think about exiting, 2) live an exciting post-exit life, 3) decide on an exit strategy, 4) open themselves to new opportunities, and 5) trust advisors to build a team. The program helps advisors add value by connecting clients to services that address both business and personal needs during transition.
Learn to help clients in personal transition planning
- 1. LEARN HOW TO HELP YOUR CLIENTS LEAVE THEIR BUSINESS, SUCCESSFULLYPersonal Transition Planning
- 2. What Advisors Will Learn:Preventing Client RemorseTHE KEY to unfreezing you client’s decision makingSuccessful ways to communicateBest strategies to relate
- 3. Effective ways to handle objections
- 4. Way to deal with disagreements
- 6. Best way to present informationWhat is Personal Transition Planning?
- 7. The Key Transitions in LifePrior Generations’ JourneyCareerGolden YearsYouthBaby Boomer’s JourneyCareerThe Platinum Years™Youth
- 8. The Three Phases ofPersonal TransitionsInitialPrimaryExtended
- 9. Initial Transition Phase Exit RemorseHoneymoonWithout planningExcitement“Retirement Rut”1 2 3 4 5 6 7 8 + months
- 10. Primary Transition Phase Exit RemorseHoneymoonWithout planningExcitementLiving The Strategic Plan for Your Life“Retirement Rut”1 2 3 4 5 6 7 8 + months
- 11. Extended Transition Phase Exit RemorseHoneymoonSelf-actualization & Transcendence Without planningImplementation “Retirement Rut”ExcitementBoredom PTSDDepression1 2 3 4 5 6 7 8 + months
- 12. Is this you, or your Client?Looking at an exit strategy from your company but not ready to “retire”? Planning to move on to other business ventures? Reinvent yourself? Or maybe you’re not sure yet.You’re not alone. In fact, over the next 5 years, millions of baby boomers will be transitioning to the next stage their lives. For some that means retirement. But for others, they’re just getting started. In fact, there is a growing wave of boomers that are just not ready for “retirement” in the traditional sense. They’re not done yet. They’re looking for the next challenge vs. a lawn-chair and some new hobbies.
- 13. PossibilitiesWhat if selling your business or leaving your company was your “second act” versus your finale? The prelude to an encore performance you get to discover? And what if you haven’t actualized your full potential yet?The possibilities are exciting, but there’s also no question that all the options can be overwhelming. The solutions don’t have to be.Whether you’re a Business Owner, Senior Executive or Professional Practitioner, the Successful Transition Planning Institute offers tools, information and guidance on the business transition process to help you make the right decisions for your future and the future of your business.Using proven, proprietary methodology and a network of professional advisors, we provide peace-of-mind with easy to use transition planning strategies to help you create a plan that not only supports your vision for the future, but also feeds the all-important emotional need for meaning and purpose that we all desire.Welcome to the Platinum Years® — the best 10-20-30 years of your life between leaving a company and the golden years. Let’s get started.
- 14. Programs for ClientsHow to Think about Leaving your Business or CareerSeven Strategic Steps® for Living an Exciting and Purpose Filled LifeDetermining Your Successful Business Transition StrategySeven Principles for Living a Life of Significance
- 15. Step One: THINKYou have created an Identity with your business and career. Thinking about leaving it may be confusing, depressing or simply scary. It does not have to be. First, you need to learn how to THINK.Solution: You can learn about your fears, how to overcome them, the steps you need to take to prepare yourself and the guidance you need to seek. “Determining how to Think about Leaving Your Business or Career” program.
- 16. Step Two: LIVEYou have a great lifestyle and want to ensure you keep it that way. Maybe you’re afraid of becoming “directionless” by making faulty, limiting decisions in this next phase of your life. You want a purpose and a personal “end game” that’s even more exciting than it is now.Solution: Get clear on your personal goals and game plan after leaving your company with our “Seven Strategic Steps® for Living an Exciting and Purpose Filled Life Program”.
- 17. Step Three: DECIDEYou’ve invested a lot of time and money in your business. When you decide to exit, why wouldn’t you expect your business to give something back. You need clear, concise strategies to maximize your return, reduce risk and maintain your sanity in the process.Solution: Step back and create a plan for what you really want to do with your business with our “Determining Your Successful Business Transition Strategy Program”.
- 18. Step Four: OPENYour identity is built around your organization and you can’t imagine what it’s going to feel like to no longer be part of it. To no longer be running things. You’re excited about the next chapter of your life but you wonder how to create a new identity with new meaning.Solution: Open your mind to a whole new world of opportunity and possibilities after transitioning out of your company with our “Seven Principles for Living a Life of Significance Program”.
- 19. Step Five - TRUSTYou’ve built your reputation on integrity. And you’ve built a group of talented people around you to help run your company. People you’ve grown to trust. So when it comes to looking outside the tent for people to help with your transition plan, you wonder who you can trust.Solution: “Build your Dream Team” drawing from your own advisor and from our Advisory Network – a talented group of experts to assist with the personal and business issues around transition planning.
- 20. A Comprehensive ApproachTransition Planning adds a more powerful level of significance to Business Advisors
- 21. How do Advisors Benefit?
- 22. The Institute’s Advisory NetworkCreate massive referral network
- 23. Combines the best of on-line and in-person networking
- 24. Learn from Advisors and Experts in your local area, and linked to a national network
- 25. Extend and Enhance member’s professional brandUnsurpassed Value to ClientsProvides your clients with a higher level of service than competitorsAdd a network with virtually no cost of Human CapitalConnect your clients to the clients of your networkBe recognized as an advisor that looks beyond selling servicesEmpathize at a much deeper level, what clients are going through
- 26. Client Centered ApproachProduces Successful Outcomes
- 27. Contact Us to Get StartedSuccessful Transition Planning InstituteHarvard Square119 Mt Auburn StreetCambridge, MA 02138617.576.5728SuccessfulTransitionPlanning.comJack Beauregard, CEO and President:jack@thenexttransition.com, 617.576.5728Paul Cronin, Dir. of Business Developmentpaul@thenexttransition.com, 978-749-9546