THE PERFECT RIA
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What You'll Learn In Today's Episode:

  • How Denise helps business owners navigate through the emotional obstacles of selling.
  • A different way to answer the question ‘What do you do?’
  • How younger advisors should approach working in a firm with senior advisors.
  • Why you need to have your own exit strategy planned out.
  • How to understand all the things you get from work other than money.
Table of Contents

The transition of selling your business involves more than just leaving and walking away with a good deal. Leaving your work, whether through your own plan or unexpectedly, involves so many emotions as so often we equate who we are with what we do. On today’s What Works Wednesday, Matt is joined by the author of The Seller’s Journey, Denise Logan, to discuss why you should have your own exit strategy, the importance of working through the emotions that come with selling your business, and why planning for your own exit can help you connect and provide more value to your business owner clients.

Ideas Worth Sharing:

‘It’s not just a transaction; it’s the single largest emotional transition in an adult’s life - that time when we leave our work.’ - Denise Logan Share on X ‘If you haven’t worked through this yourself emotionally and mentally, how could you possibly advise someone else to do a journey that you’ve never gone on.’ - Matthew Jarvis Share on X ‘You too will leave your work one day.’ - Denise Logan Share on X

Resources In Today's Episode:

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