HELPING YOUR CLIENTS WITH 3 PERSISTENT PEOPLE PROBLEMS: RETENTION, RECRUITMENT, REMOTE EMPLOYEES
Businesses today experience numerous challenges as a result of economic conditions, changing government policies, and rapid technological development. But three core human management issues are consistently coming to the surface as major obstacles to leading a successful organization: high turnover rates, difficulties in recruiting new team members, and the complexities of managing remote and hybrid employees. Learn about a common issue underlying these challenges to help your clients by using tools and resources that have demonstrated success in creating healthy, effective workplace cultures.
Learning Objectives:
As a result of participating in the session, attendees will be able to:
- Identify the core issue underlying the challenges with employee retention, recruitment, and managing remote (and hybrid) team members.
- Describe the differences between employee recognition and authentic appreciation and relate the negative results that occur when team members don't feel truly valued.
- Delineate the core components necessary for team members to truly feel valued and summarize the 5 languages of appreciation, giving examples of what they look like in daily work life.
- Access tools and resources that can be used immediately to “hit the mark” in effectively communicating appreciation to colleagues, both for on-site and remote employees.
About the Presenter:
Hear from industry expert Dr. Paul White.
Thank you to our Sponsors
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Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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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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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.
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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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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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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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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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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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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
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Business Owners & Their Trusted Advisors
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.