Financial Advisors: Who Else Wants to Stand Out in a Crowded Field? | 701

Are you a financial advisor looking to grow your book of business? Would it be helpful and valuable if you were introduced to business owners who are in the process of preparing their businesses for sale? Are you capable of connecting with and referring work to other highly qualified consultants and professionals who love to help business owners be successful? If you answered yes to any of these questions, you have to join us because we're going to share with you how you can become part of an exclusive community designed to help these business owners become more successful, reduce their tax exposure, and increase their wealth. Join us for this edition of your Daily Dose of Dave on the InsideBS channel. Hey now, I'm Dave Lorenzo.

I'm the Godfather of Growth and today we're talking specifically to financial advisors. That's right, we're talking to financial advisors about a way you can differentiate yourself from everyone else who does what you do, build your book of business, and connect with business owners who are looking to shelter their wealth from tax exposure, increase the value of their assets, and work with someone for the long term. This is your Daily Dose of Dave and I'm Dave Lorenzo.

Today we're going to give you the inside scoop on one of the most exciting and exclusive opportunities available to financial advisors who qualify. That's right, we're talking about joining Exit Success Lab and becoming a certified enterprise value advisor. Now this episode is not a sales pitch.

It's not about helping you understand why you need to apply to become a member of ESL, Exit Success Lab. No, this is a conversation about what will make you unique, what will differentiate you from everyone else who does what you do. If you're a good fit for our community of advisors, consultants, professionals, and business building entrepreneurs, this will be a career defining move for you.

Whether you're fit or not, I'm going to share with you today how you can differentiate yourself from everyone else who does what you do. Here's the headline, Exit Success Lab is changing the way financial advisors approach exit planning. But I need to be crystal clear about this.

We only will accept three or four advisors from each region. If you think you've got what it takes, this episode is for you because it's going to be packed with insights that will transform your career. Let's start with the big picture.

Why does Exit Success Lab exist and why should you care? The truth is too many business owners approach exit planning the wrong way. They think about the exit planning process as preparing their own retirement portfolios. They think to themselves, how much money do I need to stop working? This has been propagated by other exit planning certifications that are reaching out to financial advisors and encouraging them to join their ranks.

At Exit Success Lab, we focus on building businesses that are true investments. Building businesses with value that's independent of the owner's personal financial needs. This is where you come in.

Financial advisors who understand this approach and know how to implement it are indispensable to their clients. If you understand that your client's net worth, while dependent upon the business, is not something that should influence the valuation of that business in any way. If you get that, if you understand that, then you're exactly the type of person we're looking for.

There are too many advisors out there today who determine the value of a business based upon what the individual needs for retirement. We don't want people like that in our community. We want people who recognize that the business is a separate entity, a living, breathing thing that should have a value that has nothing to do with what the business owner needs for retirement.

Joining Exit Success Lab positions you as a leader in this new wave of exit planning. You'll gain access to cutting-edge strategies that set you apart from your competition. But here's the kicker.

As I said before, we're only accepting three or four people from your area. That means when you join, you'll be in an elite class of professionals who have the tools, knowledge, and credibility to dominate your market. Not everyone is cut out for the Certified Enterprise Value Advisor program in Exit Success Lab.

This program is a rigorous one-year commitment to increasing your knowledge of the exit planning process. Exit strategy is at the heart of everything we do, and we're building a community of consultants, professionals, and business owners who share our values and are committed to continuous improvement. So let me break down what we're looking for.

First, we want lifelong learners. If you've earned exit planning certifications from other programs, that's fantastic. We love that.

This shows that you're about your career. But here's the thing. If you're the kind of person who says, I've already got a certification, Dave.

I don't need yours. Then you're not going to be a fit for us. We want people who are always looking for ways to grow, to improve, and to innovate.

When you join us at Exit Success Lab, you're stepping into a space where growth is not only the norm, but it's expected. Our Certified Enterprise Value Advisor Program, or SEVA for short, it's not just another credential to add to your resume. It's a transformative experience that changes how you think about exit strategy, and it changes your role as an advisor.

Because we're keeping membership exclusive, you'll stand out in your market as one of only a few advisors with this specialized certification. This is more than learning. It's about positioning yourself as the go-to expert in your field.

Now let's talk about the kind of mindset we value at Exit Success Lab. We're looking for givers. If you've read Adam Grant's book, Give and Take, you know exactly what I'm talking about.

Givers are people who help others without expecting anything in return. At Exit Success Lab, we believe in the power of giving. Whether it's sharing a resource, making an introduction, or mentoring another member, givers are the lifeblood of our community.

This isn't a place for takers or even matchers, people who like to look for reciprocity. We're building something much bigger than that. You need to be a selfless giver, somebody with an external orientation, in order to be a good fit for our community.

The community is not just made up of financial advisors. There are business strategy consultants. There are lawyers.

There are other professionals in the community who are looking to refer work to you. You have to be the kind of person that takes the first step and introduces them to people who will be valuable for them. When you join Exit Success Lab, you're part of a network where giving is the culture.

Here's the magic. When you surround yourself with givers, the benefits multiply. You'll be inspired.

You'll be supported. You'll be lifted up by the members of this elite community. Because we're only bringing in a handful of people in your area, the connections you make here will be meaningful.

They'll be deep. They'll be impactful. You'll be able to make a difference in your local community.

That's where you'll reap the rewards. Let's talk about exclusivity. At Exit Success Lab, we're not trying to build an army of people all across the world who have our certification.

That's not what we're about. We're only accepting a handful of people in each region of the country. Why does this matter? Because this creates opportunity for you.

When you're one of a handful of advisors in your area with access to our training, our tools, our network, you're instantly set apart from the crowd. You'll be the advisor that business owners turn to when they're serious about building enterprise value. You'll stand out as a trusted expert in your market.

Connecting with business owners will be easier for you because the business owners will understand that you know how to create value from their businesses. They will think of you as a trusted resource and not as someone who's looking just to move their assets into your portfolio so that you can reap fees and rewards. You'll truly be a trusted advisor to them because you'll be helping them nurture and grow their business.

This is your chance to elevate your personal brand, to build your reputation, and to dominate your market. At Exit Success Lab, we're looking for advisors who are decisive. We want people who can evaluate opportunities, recognize a good thing when they see it, and take action.

Let's be honest, successful people don't sit on the sidelines. They don't get stuck in analysis paralysis. They weigh their options, they make a decision, and they move forward.

If you're decisive, this is the opportunity you've been waiting for. By joining and making a clear statement that you're serious about your career, this will help you grow and build your book of business. But here's the thing, we're not accepting everyone.

We only want a handful of people, three or four in each region of the country. This is not going to be an opportunity that's around forever. If you see the value, if what I'm saying resonates with you, do not hesitate.

The cost of inaction is the cost of building a business for yourself that can put your career on a trajectory to your own personal financial independence. If this is something that resonates with you, you must be decisive. Let's talk about your bias for action.

At Exit Success Lab, we want members who don't just talk about making an impact. We want members who actually make an impact on their community. Ideas are great, but execution is what drives results.

When you join us at Exit Success Lab, you'll be equipped with the tools, the knowledge, and the support to take action on everything you learn. Whether it's implementing the strategies from the Certified Enterprise Value Advisor Program, mentoring others in the community, or growing your business, this is your opportunity to turn ideas into results. And because this membership is exclusive, you'll be in a position to act quickly and make a huge impact on your market.

So here's the big question. Are you ready to join an elite community of professionals, business owners, and trusted advisors? If you're a lifelong learner, a giver, and someone who's ready to act now, then we want to hear from you. Remember, we're only accepting three or four people from each region.

If you want to be one of them, you've got to reach out today. Show us your commitment to continuous improvement. Show us your passion for giving back.

Show us your drive to take action. That's what Exit Success Lab is all about. That's what the Inside BS Show is all about.

So if you're somebody who wants to be a part of something that is bigger than themselves, if you want to be a part of a community dedicated to helping business owners grow their financial independence, if you want to be someone who creates millionaires who are financially independent and able to take care of their families for generations, if that sounds like something that you're committed to, we want to hear from you. This is the opportunity you've been waiting for. Don't let it pass you by.

If you think you qualify, reach out to me today. Call me at this number, 786-436-1986. I'm not going to give it to you again.

There's no need to do that. You can go back and listen to that number again. If you think this is something that's a good fit for you, call that number.

I'll take your application over the phone. You'll interview with us, and we'll see if you're a fit for our community. This is your Daily Dose of Dave.

I'm Dave Lorenzo, the Godfather of Growth. We'll be back here again tomorrow with another great show. Until then, here's hoping you make a great living and live a great life.

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