20
May
Producer Cohort: Small Business Month - DI for the Small Business Owner
Description
May is focused on SMALL BUSINESSES and many small businesses are built on the blood, sweat, and tears of an owner or partners. Often, these owners have unique financial risks, asset values inside the business, and particular skills, connections, or resources, that keep the business running. Join this producer session to dive deeper into your FREE RESOURCES available through the Guardian Business Resource Center.
This producer session we will focus on:
- Buy-sell Review
- Business Valuation Services
What is a Producer Cohort? A Producer Cohort is a focused, peer-based session designed to help advisors tackle common business challenges in today’s competitive market. We concentrate on three key areas:
- Differentiation – standing out in a crowded marketplace
- Procrastination – moving stalled or stale cases forward
- Capacity – building scalable, efficient sales processes
Date and Time
Wed, May 20, 2026
10:00a - 11:00a CST
