Understand the Mindset of a Business Owner

1 Hour CFP®, CIMA®, CPWA®, RMA®

Understanding the Life of a Business Owner

Understand the mindset of a business owner and earn free CFP CE credits with this engaging, online course designed for financial professionals.

To successfully target and work with business owners, you must first understand them, their lives, and their business, and their goals. This course explores the role of a financial advisor in relation to the business owner, how you can add value to the advisor-business owner relationships, and how you can differentiate yourself in the marketplace to attract business owners to your practice.

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Free CE Course

Course Details

4 Lessons
1 Quiz
60 Minutes
1 CE Credit

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Who Is This For?

Financial advisors who want to attract and retain business owner clients.
Advisors committed to expanding their value proposition and differentiating themselves in a competitive market.
Growth-minded professionals pursuing CFP®, CIMA®, CPWA®, or RMA® credits while building specialized expertise in client-advisor relationships.

What Will I Learn?

Develop an understanding of the reasons why a business owner may want to sell, and the steps to make the sale successful.
Be able to implement the Maximize, Mitigate, Map sales process.
Understand how the private equity process impacts business owners.

64%

of HNW individuals believe in paying advisors based on investment performance, service quality, and a pay-as-you-go model.¹

Course Curriculum

Targeting the Business Owner

The Mindset of a Business Owner and Your Role

The Basics of Selling

How Do You Add More Value

Your Value to the Business Owner

This course qualifies for 1 hour of CFP, CIMA, CPWA, RMA continuing education credit. To receive the credit, you must take the assessment and receive a grade of 70% or higher.

Learn to Grow

Why Orion Advisor Academy

With free continuing education courses that range in topics from investment management, behavioral finance, practice management, client experience, and more, you have everything you need to learn and grow your business.