The Business in America…

0
37

The Business in America® program, developed and managed by Gryphon Financial

Solutions, is the premiere resource for financial Advisors who want to work in the business owners market.

At Gryphon Financial Solutions, we recognize that our Advisors are also business owners. The strategies in Business in America® apply not just to our business owner clients but also to Advisors’ individual practices.

Program highlights include:

Finding and Defining Business Owners…

Who are they, how to find them, and how to qualify them

Approaching Business Owners…

Door opening tools and techniques

Developing Business Owner Relationships…

How to create meaningful dialog and develop relationships

Delivering Innovative Solutions…

Providing the right solutions – pension, 401(k), etc. to fill the real needs of today’s business owners

Supporting Business Owners…

How to ensure that the business owner has done what is necessary to protect his/her assets, (personal and business) by providing the correct documents and planning; Buy-Sell Agreements, Key Person Life Insurance, etc.

Managing Business Owner Accounts…

How to support the business owner once the initial sale is complete, and how to find additional opportunities through staff, referrals, etc.

Transitioning the Business…

When it comes time for the owner to transition from his business, by selling to a third party or to a family member, the Advisor may continue as a resource to make the transition smooth by bringing in a team of professionals (attorney, accountant, etc.)

 

LEAVE A REPLY