What you will learn in this video

• ✓Understand the purpose of the Talent Tool and how it supports Personal Readiness planning.
• ✓Learn how to help business owners identify the skills, strengths, experience, and abilities they want to carry into their next chapter.
• ✓Discover how feedback from family, colleagues, customers, and trusted advisors can reveal overlooked talents.
• ✓Understand how to use the accompanying worksheets and email templates to explore meaningful opportunities for applying talents beyond business ownership.

About this video

This lesson introduces the Talent Tool and helps advisors guide business owners in recognizing and applying their strengths beyond business ownership. You'll learn how to identify key talents, gather valuable outside perspectives, and explore opportunities such as mentoring, board service, philanthropy, and new ventures using the accompanying worksheets and email templates.