The intersection of financial and non-financial aspects within business-owning families is a complex and dynamic landscape. However, for well-equipped advisors, this environment presents a lucrative market niche.
The Certificate in Advising Family Enterprises Program is designed for advisors seeking to engage, retain, and serve multi-generational family businesses. The program aims to train advisors to adeptly navigate the intricacies of multi-generational family business issues, redefine client relationships, and enhance their ability to serve business-owning families effectively and profitably.
About the Program
What will you learn?
Structured across six comprehensive modules, the program delves into the following topics:
- The Business Case for Serving Business-Owning Families
- Redefining the Client Relationship
- Deeper Discovery by Asking Better Questions
- The Family Enterprise (with Case Study)
- Proactively Managing the 5 C’s (Contingency Plans, Cash Flow, Communication, Conflict, and Compensation)
- Family Business Governance
How long does it take?
The modules can either be presented in an intensive two-day, in-person format or delivered virtually out over six sessions.
Who can sign up?
A single institution (e.g., bank, CPA firm, brokerage company) determines the cohorts for the program, filling the seats for the entire cohort at the cost of $2,600 per participant. Open enrollment programs are currently unavailable.
How much does it cost?
The cost of the program is $2,600 per participant.
who do i contact to learn more?
Please contact Dave Specht at david.specht@cgu.edu and (509) 318-0706.
Testimonials
About the program
- “Awesome. Highly recommend and I am a better advisor for being part of the discussion!”
- “The content was very practical. Putting it into action will be the biggest challenge.”
- “Provided good conversation and deeper thinking about our clients and how best to serve them.”
- “A very interesting topic. Training was informative and beneficial with going deep into specifics on how to prepare for meetings, types of client personalities, questions that can be asked, and scenarios of different family dynamics and situations.”
About the facilitator
- “Very knowledgable and engaging.”
- “Fantastic. Displayed amazing knowledge and proficiency and really made sure to engage with everyone. Great tempo and demeanor.”
- “Interesting and thought-provoking.”
- “Very personable and able to engage the group.”