There are 6 workshops to be a Trusted Business Adviser
Workshop 1 – How to Connect Confidently with Business Owners and Double Your Referrals?
- How to win the trust of Business Owner and get them to share their financial statements with you
- What and how to prepare for the 1st meeting
- Types of questions to ask and how to create a need to position your solutions
- Risks that business owners should know
- Asset Protection Strategies
- How to handle objections and assumptions
Workshop 2: How to Leverage on Business Advisory Systems to Position Your Solutions for Unrivaled Acceptance?
- Strategies for Business Owners to enhance the value of their business, profitability and cash flow.
- How to approach the conversation when Business Owners wants to sell or expand their business
- How to create the need for Employee Golden Handcuffs and Universal Life Policy
- Types of Financing and Risks
- How to protect Business Owners’ personal assets
Workshop 3: How to Create Business Succession & Exit Plans to Make it Risk-Free for Business Owners?
- What happens when there is an unplanned exit and how to plan for an untimely exit
- How to protect the value of the Company upon exit?
- Case studies to share with Business Owners
- What does it take to close down a Company
- Create the need for your solutions when Business Owners want their beneficiaries to sell, close their company etc.
- Family business succession planning, how to position multiple solution
Workshop 4: How to Optimize Business Buy/Sell Agreement to double your cases?
- How to talk to business owners about this sensitive topic?
- What is the difference between Company Constitution, Shareholders Agreement and Buy/Sell Agreement?
- What to include in a buy/sell agreement and what’s the process?
- How to plan for a buy/sell for agreement for Sole Shareholder?
- Create a need to position your solutions
- Objections handling techniques
Workshop 5 – Mastering Financial Statement Analysis: Identifying Risks and Positioning Financial Solutions
- Spot common mistakes business owners make and how to help them avoid these pitfalls.
- Learn the key differences between companies that shut down vs companies that get sold
- Understand how to Income statement, identify risks and position financial solutions
- Analyse Balance Sheet to assess business health and uncover planning opportunities
- Interpret Cashflow Statements to identify liquidity risks, and recommend cashflow strategies
- Build practical advisory skills to confidently support business owners beyond insurance.
Workshop 6 – Estate Planning for Persons with Multiple Properties and Overseas Assets
- Master the ABCDF of Estate Planning
- Understand Common Concerns and Desires of Couples with Adult Children
- Ideas to open insurance cases through estate planning
- Understand Singapore Property taxes and positioning financial solutions
- Case studies and Handling Clients Objections
- Introduction to US and UK Tax Issues in Estate Planning
For More Estate Planning Courses, click below to access our Estate Planning Online Series!
Free subscription to access part 1 of ALL the different courses.
https://training.multiplybusinesssystem.com
Cost per workshop:
- S$399 per workshop (U.P. S$1,000)
- S$1,500** for 6 workshops
- Re-sits for 6 months
Click here to make payment and send your payment receipt to:
https://bit.ly/5mbsworkshops
Joy @ 97903158, admin@multiplybusinesssystem.com
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