2026 EXIT PLANNING SUMMIT AGENDA
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One of the greatest challenges business owners and their advisors face is “oversimplification” – what behavioral finance refers to as “narrow framing.” Narrow framing is a cognitive bias where people make decisions based on a limited perspective, focusing too heavily on a specific aspect of a situation while overlooking broader context or potential outcomes. Essentially, it involves seeing a situation through a narrow lens, which can lead to suboptimal decision-making.
This session qualifies for up to:
1.5 Value Acceleration Knowledge Hours
1.5 CPE Hours
1.5 CFP Hours
- What is narrow framing?
- How does it affect business owners and their advisory team?
- How the Value Acceleration Methodology (VAM) provides a clear and concise process to manage business owners’ expectations and outcomes.
- Why is understanding narrow framing valuable to an advisor?
- Is it important enough (what matters most to the client).
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