Do You Have a Business Owner or Executive Client Considering a Transition?

Perhaps you have a client who is contemplating exiting their company or selling their business. As part of your advisory work, you are likely providing the essential financial counsel needed in this phase of life.

What about the human side of this equation? Does your client know what they are going to do next?

“When an entrepreneur decides to exit their business, they are embarking on two journeys: leaving their business, hopefully in great hands, and entering the next chapter(s) of their life. Navigating through all of the details filled with financial and emotional decisions can be tough to get through. For me, having Elisa, an executive life coach with experience helping CEOs through this process, made the whole process rewarding and relatively stress-free. I am very grateful for all her insights and ability in allowing me to discover and execute what was best for me.” You Pivot™ Client

Careers like software require updates to keep them fresh. Just as with software, Version 1.0, while it works, is just the beginning. There comes a time when the current version requires an update, when it is time for a pivot. Your client may have already begun a move toward 2.5 or may already be in Version 2.5 and are looking toward 3.0.

How Do I Know When a Client I am Advising is Ready for a Pivot?

  • Have they recently made an executive pivot? Perhaps they moved into a CEO, President, or senior leadership role for the first time and want to learn how to work with a board and navigate the politics of their new role?
  • Have they been satisfied and gratified by their work and have begun to say otherwise?
  • Has the structure or ownership of their company changed recently?
  • Have they begun talking about a future exit?

If the Answer to Any of the Above is Yes, It May Be Time to Probe with These Queries:

  • What has changed for you? 
  • What would need to happen for you to feel fulfilled by your work?
  • Do you know what you want/need to do next? Have you thought about how you might get from here to there? 
  • What’s holding you back?
  • Are you open to taking both a personal and professional journey and exploration

Why Elisa Spain?

I spent the first half of my career in financial services, including a brief stint as an investment advisor; the second half as a coach and advisor to business owners and senior executives. These experiences, combined with my own life and career pivots, make me uniquely qualified to work with advisors’ clients.  I can speak the language of finance and support you as I work with your clients, including reminding them that their financial plan is key to a successful pivot.

Why The You Pivot Program?

Unlike services for “suddenly single,” which many advisors offer, this need is less common and more opportunistic, making it ideal to outsource.

The You Pivot™ Program is for business owners who are contemplating or have recently sold their businesses and executives in transition from one role to another or considering an exit. These individuals need strategic clarity to design what’s next.

You Pivot™ is a three-part program that guides your clients through their next transition, helping them discover answers and move toward action – seamlessly and effectively.

Why as an Investment Advisor Do I Care? How Does Your Program Help Me and My Clients?

If you’ve worked with a client in transition, you know how challenging this time of life can be.  Investment Advisors today provide a holistic approach that goes beyond financial planning and investment advice.

These services often include exit planning, retirement planning, handling a divorce or the death of a spouse, executive compensation, etc.  You Pivot™ complements these services enabling you to complete the holistic offering. Upon completing the You Pivot™ Program, your client will have defined their tomorrow story, which you will help them integrate with their financial plan, enabling them to live the life that matters to them.

Pricing

You Pivot™ Program is $7,100, including the You Pivot™ Workbook, six one-to sessions, and full access to a customized client portal*. Pricing for advisors is as follows:

  • 2 or fewer clients in a 12-month period – 10% discount per client
  • 3-5 clients in a 12-month period -15% discount per client
  • >5 clients – pricing negotiated

*Following completion of the You Pivot™ Program, clients may choose to engage in Master Your Pivot™ to reinforce the plan they have created for themselves.

Every Sunday, I publish stories about transitions, often including sharing the life lessons from the storytellers I interview. You can read some of the stories here and subscribe to these Sunday Stories here.
For more information about Elisa Spain and the You Pivot™ Program, click here.