Corwin Davidson is a Certified Exit Planner at Hill Country Business Strategies and an Investment Advisor at Hill Country Wealth Strategies. Their exit planning practice aims to help owners launch better business transitions and educate owners about their exit options. Their ExitMap Express process empowers us to develop trust-based, collaborative relationships built around a structured coaching discovery process that helps business owner clients envision life after their business.
In this episode, Chris and Corwin discuss:
- The Role of Exit Planning in Financial Advisory Services
- Understanding the Exit Map
- How to Coach Business Owners Toward Seamless Succession Planning
- The Importance of Personal Vision in Exit Planning
Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies.
If you are a financial advisor looking to grow your AUM this is the strategy for you!
