What you will learn in this video

• ✓Understand why business ownership becomes closely connected to an owner's identity, purpose, and sense of achievement.
• ✓Learn how to help owners recognize the emotional and personal challenges of stepping away from their business.
• ✓Discover how to identify transferable talents, leadership skills, and experiences that can support a fulfilling next chapter.
• ✓Understand how to use reflection exercises, journaling prompts, and client resources to help owners redefine success and explore life beyond business ownership.

About this video

This lesson explores the connection between business ownership, personal identity, and purpose, helping advisors understand why transitioning away from a business can be emotionally challenging. You'll learn how to guide owners through reflection on their identity, routines, relationships, and future goals while helping them discover new ways to find meaning, fulfillment, and continued contribution beyond business ownership.