In this presentation, the co-founder of Vertical IQ shares best practices using industry-specific content to add value to small business owners. You’ll learn how call preparation, using industry research and financial insights, and having an ongoing dialogue with business owners will result in a higher new client win percentage along with happier existing ones. During this session, you’ll also discover how these methods are best implemented.
Take a tour of a platform for industry research that reveals your subject company’s market presence, financial metrics, benchmarks, and local economic data. Vertical IQ currently has over 400 industry profiles.
- Get higher valuations for clients through industry deep dives.
- Create value with financial statistics, valuations, and more.
- Share content with clients for engaging conversations.
- Grow your practice and improve marketing.
About the Summit:
Every year, the EPI community gathers the top 200+ advisors from across the industry (and the world) at the Exit Planning Summit. A major part of the Summit experience and value is that EPI has built a strong, collaborative network of solution providers specifically geared toward supporting advisors like you in changing the outcome for exiting middle market business owners.