FOR ADVISORS & PROFESSIONAL PARTNERS
Business owners don't need another product presentation.
They need a reason to recognize the problems they have been postponing.
Business Killers gives advisors and professional partners a story-driven platform to engage business owners, uncover planning gaps and create the reason for the next conversation.
HOW IT WORKS
From a story to the next meeting.
STEP 1
Story
Real-world situations make complex issues understandable.
STEP 2
Recognition
Owners begin to recognize similarities in their own business.
STEP 3
Risk Barometer
Guided questions help reveal areas of uncertainty.
STEP 4
Conversation
The advisor helps the owner explore what deserves attention.
STEP 5
Follow-Up
The right planning professionals can then be brought into the conversation.
Are you having the conversations your business-owner clients need to have before life forces them to?
Engage
Get business owners paying attention.
Business Killers replaces a dry product presentation with stories owners can relate to.
Discover
Surface the issues owners have been postponing.
The six Business Killers and Risk Barometer create a structured conversation around areas of potential exposure.
Advance
Create a natural reason for the next meeting.
The advisor does not need to force a product conversation. The owner's own responses create the reason to continue.
ADVISOR PROOF
What Advisors Have Experienced
STRATEGIC ALLIANCES
Give other professionals a reason to bring you to the table.
Business Killers can be used jointly with professionals already serving business owners. It can help create educational events and client conversations that benefit all of the professionals involved.
“I have the CPA firm inviting clients, the law firm inviting clients...it's the best - most effective - free marketing these professionals have ever done.”
W.K. · Texas · Strategic Alliance
CPAs
Attorneys
P&C Agencies
Banks
RIAs
Exit Planners
INDIVIDUAL HISTORICAL TESTIMONIALS
Results Advisors Have Reported
Each figure below is one advisor's own account of one experience. None is presented as typical or expected.
19 of 22
An attendee reported watching the presenting advisor sign 19 appointments in a room of 22 business owners.
L.B. · Virginia
8
One advisor reported 8 confirmed appointments after a first presentation.
M.J. · New Jersey
60–85%
Share of business owners one advisor reported typically agreeing to follow-up meetings.
M.D., CLU · New York
$13.6M
One advisor reported a life policy of this size after presenting with an estate planning attorney.
R.T. · Nevada
These testimonials reflect individual historical experiences. Results vary and are not a guarantee of future performance.
WHY WE DO WHAT WE DO
Champion the business owner.
Business owners spend so much time working in the business that important questions about value, continuity, people, retirement and taxes can remain unanswered. Business Killers exists to help owners slow down long enough to see those issues clearly.
We are a champion for the business owner. Ally to the professionals who help them.
HERITAGE
Decades of business-owner conversations.
The work began in 1995 with a single mission: give professionals a better way to engage business owners through video storytelling, with no discussion of product. Insurance advisors, attorneys, CPAs, banks, RIAs, exit planners and P&C agencies have licensed it since, some for more than 15 years.
The next chapter keeps that philosophy and modernizes how the conversations are delivered.
Bring Business Killers into your practice.
We are opening Business Killers to a limited group of advisors and professional partners as part of the new beta program.
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