Talking to business owners about succession planning can be tricky. How do you explain the complexities without overwhelming them or making them feel like you’re just upselling your services?

In this episode, we break down practical strategies for helping your business-owning clients understand their succession needs—without the confusion or pressure.

We share our tips on how to simplify the conversation, so your clients feel empowered, not intimidated.

Plus, we dive into key techniques to communicate value in a way that makes clients see succession planning as a must-do, not a nice-to-have.

Ready to make these conversations easier for both you and your clients?

Tune in for practical insights that will leave both you and your clients feeling more confident about their business succession plan.

Want to dive further? During this episode we discussed these resources

Entity Power of Attorney Precedent: https://www.theartofestateplanning.com.au/entitypowerofatttorney

Training “UPEs, Loans and Estate Planning”: https://www.youtube.com/watch?v=y1Y8rmoobn4&t=1s