Watch Past Webinars

Long-term clients are your greatest asset—and the most at risk when trust fades. Whether it’s subtle disengagement or direct feedback, unresolved tension with clients puts revenue and reputation on the line. If you’re sensing strain in a key relationship, now’s the time to act.

July 15th, 2025, 10:00 AM – 10:45 AM PDT, Online FREE Webinar

Through real-world examples, we’ll show how assessing capital deployment efficiency, process readiness, and digital capabilities can uncover hidden liabilities—and more importantly, surface scalable, investable opportunities.

Designing an effective equity compensation program starts with strategy and alignment. This session covers how to structure and manage equity plans that fit your company’s goals—beginning with the basics of equity compensation and the systems needed to support it. We’ll then explore how to size and allocate your equity pool, balance cash and stock incentives, and communicate offers that attract and retain talent. Finally, we’ll touch on maintaining compliance, educating employees, and evaluating plan effectiveness over time.

Everyone wants more influence—whether in the boardroom, on sales calls, or when facing a resistant client or employee—and yet so often it feels like no one is truly listening, even when your logic is flawless. The truth is, influence doesn’t come from logic alone; it comes from real connection, where people feel heard, understood, and accepted, which is why we’ll show you a simple, repeatable 4-step process to operationalize compassion, build trust, and finally gain the influence you’ve been missing.

Whether you’re preparing to sell soon or simply strengthening your company for the future, this session shows exactly what makes a business hot—and what keeps buyers away. Learn directly from experts in wealth planning, business brokerage, and strategic growth who walk through real scenarios and reveal the key drivers of business value.