Have you ever noticed that little voice in your head doing analysis, solving problems and preparing your sage advice while your client is talking? Maybe it’s a colleague or spouse who’s sharing a point of view and you’re waiting for a break in the action to share your bit of wisdom that will make it all better.  

We all probably do it to some extent. That doesn’t mean it’s a good idea. If we want to get more information in less time, we might consider setting our judgments aside and fully engaging curiosity for a little bit. Take a lesson from Kaldi, the goatherd who discovered coffee.

Join us for a Power Session at the Exit Planning Summit 2022! (watch the video here)

The Exit Planning Summit is like the Super Bowl for the exit planning profession. It’s powered by CEPAs and hosted by EPI. It allows the top advisors from all over the world to come together to develop deep and meaningful relationships, advance their knowledge in value acceleration, and drive best practices. The Summit is intellectually stimulating, transformational and visionary, strategic growth-oriented, and fun.