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ADVISOR RESOURCES
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It will be your go-to place for adding value for your clients.
The resources listed below are designed to help you help your clients create a life with greater agency over circumstances and the decisions by other people. When you are interested in exploring what it might look like to collaborate with Serving Strong to design your clients' personal strategic plan for a more comprehensive journey post exit, let's have a chat.
CLICK HERE to schedule a no-obligation discussion.
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3 HABITS OF STRONG ADVISORS
DownloadAdvisors guiding business owners through an exit face unique challenges. To be effective, they must prioritize their own well-being. Balancing the demands of clients and personal care is critical. By taking deliberate actions, advisors can maintain their energy and deliver the highest value to clients. Here are 3 habits to stay strong.
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5 EMOTIONS BUSINESS OWNERS FACE WHEN EXITING
DownloadExiting a business is more than just a financial transaction. It’s a deeply emotional journey. Business owners often experience a range of emotions as they prepare to leave something they’ve invested in for years. Understanding these emotions is crucial for anyone involved in exit planning, especially advisors. Here are the five key emotions business owners commonly face.
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6 HALLMARKS DEFINED
DownloadThe six hallmarks—Spiritually Grounded, Physically Fit, Relationally Rich, Emotionally Healthy, Vocationally Aligned, and Financially Free—create a rich framework for developing a comprehensive personal strategic plan. Here is a definition of each.
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SITUATIONAL DESIGN
DownloadIn today’s fast-paced world, achieving a balanced and successful life often feels like an elusive dream. But, imagine having a personal strategic plan that guides you through your unique life challenges and opportunities, helping you turn every situation into a stepping stone toward your goals. This resource will help you do that.
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