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Infuse charitable gift planning into each of the 6 dimensions (Hallmarks) of your clients' life.

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SPIRITUALLY ANCHORED:

Core Concept: Connection with a higher purpose or meaning in life.

Impact: Provides guidance, inner peace, and a sense of direction. This can be achieved through religious faith, personal values, or philosophical beliefs, offering a foundation for making life decisions and overcoming challenges.

PHYSICALLY FIT:

Core Concept: Emphasis on exercise, nutrition, care, and physical environment.

Impact: Enhances energy levels, cognitive function, and stress management. Physical fitness contributes to long-term health, ensuring an active and vibrant life. It also includes maintaining a supportive physical environment.

RELATIONALLY RICH:

Core Concept: Cultivation of meaningful relationships with family, friends, and community.

Impact: Focuses on the depth and quality of connections, not just the quantity. Meaningful relationships foster support, empathy, and mutual respect, enriching life and providing a network for support during challenging times.

EMOTIONALLY HEALTHY:

Core Concept: Understanding and managing emotions.

Impact: Involves recognizing and accepting feelings, fostering resilience, and maintaining a positive outlook. Emotional health is crucial for decision-making, relationships, and overall life satisfaction, contributing to a balanced and fulfilling life.

VOCATIONALLY ALIGNED:

Core Concept: Having a career or calling that resonates with core values, interests, and skills.

Impact: Provides meaning and fulfillment beyond financial rewards. Vocational alignment leads to job satisfaction and a sense of purpose, contributing to overall life balance and personal growth. It’s what an individual consumes their time, attention and energy on.

FINANCIALLY FREE:

Core Concept: Managing money to align with life goals and provide security.

Impact: Emphasizes thoughtful planning, budgeting, investing, and understanding financial tools. Financial freedom allows individuals to live on their terms, reduces stress, and ensures preparedness for end-of-life issues, enhancing the ability to enjoy the later stages of life.

1. Expressing Uncertainty About the Future

Saying things like: “I don’t know what I’ll do next.” “I guess I’ll just figure it out later.” This signals an internal struggle with post-exit identity and purpose.

2. Avoiding Conversations About Post-Exit Life

Constantly shifting discussions back to business matters. Deflecting questions about personal goals. Indicates discomfort with the unknown or fear of losing their identity.

3. Hesitation or Delays in Decision-Making

Dragging their feet on finalizing a sale or transition plan. Continually looking for "one more thing" to improve in the business before exiting. Shows they may be struggling with what comes next.

4. Strong Emotional Reactions to the Exit Process

Frustration, anxiety, or even hostility when discussing succession or selling. Sentimental attachment to the business beyond financial concerns. Suggests deeper emotional ties that need to be addressed.

5. Talking About "What Used to Be" or "The Good Old Days"

Reminiscing more than strategizing. Shows they may be having trouble letting go.

6. Increased Stress, Irritability, or Exhaustion

Burnout symptoms but unwilling to step away. Conflicting desires between wanting to leave and fearing what’s next. Might be open to a discussion if framed as helping them move forward smoothly.

7. Conversations About Legacy or Impact

Expressing concern about what they’re leaving behind. Worrying about how employees, customers, or even family will be affected. This is a natural bridge to discussing values and personal strategy.

8. Interest in Investment, Philanthropy, or Advisory Roles

Exploring other ways to stay engaged beyond full-time business ownership. May be open to discussing a structured approach to their next phase.

9. Family Dynamics and Tension

Concerns about how the transition will affect family relationships. Struggles with passing the business to children or dealing with differing expectations. A sign they may need help aligning business and personal goals.

10. Worrying About Financial Sufficiency Despite Wealth

Fear that "it's not enough" even when numbers say otherwise. Indicates the deeper issue isn’t money—it’s what life looks like after the sale.

11. Seeking Distractions or Avoiding Time Away from Work

Avoiding vacations or taking long breaks. Staying overly involved in minor business decisions. Could signal a fear of irrelevance post-exit.

12. Frequent Questions About What Other Business Owners Have Done

Asking how others have handled life after selling. Might be searching for direction without explicitly saying so.

13. Unusual Silence or Withdrawal

Typically vocal and decisive, but now more hesitant. May be wrestling with internal doubts they haven’t verbalized yet.

14. Mentioning Their Spouse or Family’s Thoughts on the Exit

Statements like: “My spouse keeps asking what I’ll do next.” “The kids think I should just retire, but I don’t know.” Indicates external pressure and potential internal conflict.

15. Expressing Discontent Even When the Exit is Going Well

Saying things like: “I should be happy about this, but something feels off.” Suggests an unspoken struggle with purpose and identity.

Helping clients build a fulfilling life after exit takes more than technical expertise—it takes a network. As an advisor, you don’t need to be the expert in every area, but you can be the connector. 

This list outlines trusted partner types who can help your clients go deeper in each of the Hallmarks, filling in the personal gaps that traditional planning often misses.

1. Spiritually Anchored - Purpose, values, legacy, inner compass

• Legacy coach
• Values-based financial planner
• Spiritual director (non-denominational or faith-specific)
• End-of-life or life-transition doula
• Personal historian or memoir writer
• Philanthropic advisor
• Family governance consultant

2. Physically Fit - Health, vitality, energy, environment

• Personal trainer or strength coach
• Nutritionist or registered dietitian
• Sleep specialist
• Executive health clinic or concierge medical provider
• Wellness coach
• Functional medicine practitioner
• Home/office design consultant (to optimize for energy and wellness)

3. Relationally Rich - Connection, communication, support system

• Marriage and family therapist
• Couples counselor
• Conflict resolution specialist
• Men’s or women’s group facilitator
• Peer advisory group leader (e.g., Vistage, EO, YPO facilitator)
• Life transition coach
• Community involvement strategist (helps clients re-engage locally or socially)

4. Emotionally Healthy - Resilience, self-awareness, mindset, mental agility

• Psychologist or licensed therapist
• Performance or mindset coach
• Grief/loss counselor (especially for identity shifts)
• Meditation or mindfulness instructor
• Stress management coach
• Journaling or narrative coach
• Behavioral health consultant

5. Vocationally Aligned - Purposeful work, contribution, engagement

• Executive coach (post-career or transitional)
• Volunteer placement consultant
• Board service advisor or recruiter
• Start-up advisor or investor network connector
• Writing coach (for thought leadership or legacy)
• Podcast or content strategy consultant (for storytelling impact)
• University/academic partnership liaison (for teaching or mentoring roles)

6. Financially Free - Structure, legacy, wealth alignment

• Estate planning attorney
• Wealth strategist
• Insurance specialist (long-term care, advanced planning)
• Trustee or family office manager
• Charitable trust or donor-advised fund advisor
• CPA with legacy planning experience
• Aging/longevity planning consultant

Here are 10 communication tips you can use to effectively engage clients in the personal dimensions of exit planning—without losing their footing in the technical process:

Lead with Curiosity, Not Assumptions

Ask open-ended questions that invite reflection, like “What are you most looking forward to on the other side of this?” It opens doors without pushing an agenda.

Normalize the Struggle

Say things like, “Most owners I work with find the business part easier than the personal part.” This gives clients permission to talk without feeling weak or unprepared.

Integrate, Don’t Separate

Weave personal questions into technical discussions. When talking valuations or timelines, ask, “How do you see this aligning with your personal vision or lifestyle goals?”

Use Future-Forward Framing

Don’t ask, “What will you do after?” Ask, “What do you want your life to look like three years from now?” It shifts the tone from loss to opportunity.

Mirror Their Language

Pay attention to words they use—like “freedom,” “impact,” or “family”—and reflect those back. It helps them feel seen and keeps the conversation grounded in their values.

Create a Safe Pause

Build in quiet space after a key question. Let them think. Let it sit. Clients often reveal deeper insight when they’re not rushed.

Anchor Abstract Ideas in Real-Life Examples

Don’t just talk about “purpose” or “legacy.” Say, “I had a client who discovered his real passion was mentoring younger entrepreneurs. Is there anything like that on your radar?”

Use the Six Hallmarks as a Diagnostic Lens

Introduce the framework as a tool, not a test. Say, “These are the six areas I look at to help clients plan for the life side of the exit—mind if we walk through them together?”

Validate Without Solving

If they express uncertainty or fear, don’t jump to fix it. Instead say, “That makes a lot of sense given everything you’ve built. It’s a big shift.” Validation opens doors.

Circle Back Strategically

Revisit earlier emotional or personal insights later in the process. It reinforces that you’re paying attention and helps them stay aligned with their own goals.

Here are 6 practical, actionable strategies you can use to support your clients on the personal side of exit planning:

Incorporate a Personal Readiness Conversation Early

In your first few meetings, schedule time to ask a few intentional, non-financial questions. Use prompts like: “What do you want life to look like 6–12 months after the deal closes?” or “What part of your identity is most tied to the business?” This sets the tone that personal planning is part of the process—not an afterthought.

Introduce the Six Hallmarks Framework as a Strategic Tool

Present the Six Hallmarks as part of your toolkit, not a separate conversation. Walk clients through each area and ask them to self-assess—no scores, just gut reactions. This gives them insight and gives you direction.

Build a Trusted Referral Bench

Assemble a small network of professionals (legacy coaches, therapists, fitness/wellness pros, estate planners, etc.) who specialize in the life-side of transition. When something personal surfaces, say: “This is important—I know someone who can help you think it through.” This keeps you in the lead while surrounding them with the right support.

Use Visioning Exercises

Offer simple tools like a “Post-Exit Life Map” or “Perfect Week After Exit” worksheet. Let them sketch what their days, relationships, or impact could look like. These exercises make the abstract tangible and surface deeper drivers.

Schedule a Legacy Conversation

Set a stand-alone meeting dedicated to values and legacy. Ask: “What do you want people to remember about what you built?” or “What story do you want your exit to tell about you?” It builds emotional clarity and gives strategic direction for the rest of the process.

Track and Revisit Personal Goals Throughout the Engagement

When clients mention personal aspirations or concerns, record them just like financial targets. Revisit them during check-ins with a simple: “How are you feeling about that vision we talked about?” It shows you’re listening—and that you're invested in more than the deal.

To show up powerfully for your clients, you have to manage more than just the process—you have to manage yourself. Exit planning can be emotional, personal, with high-stakes. The advisor who stays calm, focused, and fully present becomes the advisor clients trust most. 

Here are five practical ways to stay sharp, grounded, and at the top of your game—no matter what your clients bring to the table.

1. Protect Your Mindspace Before Key Meetings

Block 15–30 minutes of white space before client sessions—no email, no calls, no distractions. Use that time to review notes, center your attention, and remind yourself of the human behind the business. Mental clarity is a competitive edge.

2. Regulate Your Own Energy

Clients will bring stress, uncertainty, and emotion. You can’t help them stay grounded if you’re not grounded yourself. Build non-negotiable habits into your routine—sleep, movement, clean fuel, and screen-free time. Your energy sets the tone in the room.

3. Listen to Understand, Not to Solve

Drop the urge to immediately “fix.” Let silence do some of the heavy lifting. When a client says something personal, reflect it back before responding.

Example: “That sounds like it’s weighing on you more than you expected.” This keeps you in connection, not correction.

4. Check Your Bias at the Door

It’s easy to project what you think a great exit looks like. Instead, stay curious. Ask: “What would feel like success to you, even if no one else understood it?”

This creates space for truth, not performance.

5. Debrief and Detach After High-Stakes Conversations

Don’t carry your client’s tension into the rest of your day. After intense sessions, take 5–10 minutes to reflect or write down observations—then reset. This habit helps you stay sharp, objective, and emotionally available for the next client.