The workforce is comprised of five generations/groups who are working together. It's imperative to understand how each group needs certain types of communication for it to be effective, close sales, and cement a solid reputation.
Learning Objectives:
- To understand how to shift when needed depending on the generation with whom you are speaking to ensure the relationship moves forward.
- What are the five generations currently in the marketplace per se.
- Top recommendations to utilize to cement the relationships.
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Event Details
Who Should Attend?
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
Meet Jocelyn Greenky Underwood:
With over 35+ years of executive experience in leadership positions in Fortune 500, mid-sized and family run businesses, she solves operational challenges as a trusted rainmaker, and leadership positions. Jocelyn Greenky Underwood advises international brands, business leaders, and employees on how to accelerate trust in business which ultimately leads to more profitability and business health. One area of focus in family run businesses.
She holds an MBA, with distinction, Yale University certified negotiator, Cornell University certified Diversity & Inclusion specialist, an adjunct professor and the author off internationally sold book, The Big Sister's Guide to the World of Work (Simon & Schuster). She has been a keynote speaker and appeared on CNBC, FOX, CNN, NYTimes, USA Today, NY Post, among many other media outlets. She runs a business Efficiency Management firm called Sider Road working with businesses of all sizes.
Formerly, she was global digital Editorial Director at Hachette Filipacchi (ELLE, Eating Well, Travel Holiday, George, Car and Driver, Road & Track, Flying, Boating, Top Model, Met Home, Home, Women's Day, Cycle World); Head of Broadcasting and Event Marketing for Wenner Media (Rolling Stone, US, and Men's Journal); and Philip Morris as event manager for Virginia Slims, Bucks, Cartier, and Marlboro. Jocelyn was COO of international design and event firm, Colin Cowie Enterprises and CEO of BriteBean Technology.
She has six children, three dogs, and lives in Greenwich, CT with her husband.