Business advisors can encounter a lot of competition, but nothing drives engagement quite like connection. Exit Planning provides a perfect opportunity to differentiate, strengthen client relationships, as well as capitalize on established relationships in new ways – ultimately providing you with a competitive advantage over your competition.
Continue reading “Business Advisors Are Changing How They Work With Clients”
BEI Member Bruce Willey shares techniques & resources that have helped him prevent uncomfortable phone calls from owner clients who have made huge, life-altering decisions without consulting their advisors.
Continue reading “Preventing Problematic Phone Calls from Clients”
Business Enterprise Institute, Inc. 3461 Ringsby Ct., Suite 405 Denver, Colorado 80216-4940
Phone: (303) 321-2242 Toll Free: (888) 206-3009
