By engaging proactively, you can provide valuable guidance and support that can help them achieve their desired exit goals.
Navigating the complexities of fee structures can be challenging, particularly in the Exit Planning space where different pricing strategies are prevalent.
When it comes to Exit Planning, it’s easy for owners to put it off, thinking they can deal with it later. Business advisors are faced with the familiar response: “I’m not ready to begin planning for my exit. I have other business tasks that take priority.”
What can you do if you want to use your expertise in Exit Planning to grow your practice and/or improve your ability to help your clients execute the most important financial event of their lives? Be proactive.
BEI is the leading innovator in the Exit Planning industry, offering comprehensive Exit Planning training, marketing support, and plan creation tools to advisors across the globe.