Boot Camp – Business Enterprise Institute

Grow & Learn

Training & Certification

Boot Camp For Advisors

Engage in deeper and more meaningful conversations that truly engage owners using the topic at hand.

Free*

*For Marketing or Planning Members

Develop your Exit Planning Knowledge Foundation

Business owners want to work with advisors that can offer complete solutions to solve their challenges and meet their goals. At BEI, we want advisors to feel prepared for those conversations with clients. For over 25 years, we’ve helped thousands of advisors have deeper, more technical conversations through the knowledge gained in BEI courses.

Upon completing Exit Planning Boot Camp, you will be able to:

Effectively market Exit Planning services to existing and prospective clients.
Engage business owners using tools supported by factual next steps.
Create comprehensive, owner-centric Exit Plans.
Lead or participate in Exit Planning Advisor Teams.

Training & Certification

Boot Camp For Advisors

Engage in deeper and more meaningful conversations that truly engage owners using the topic at hand.

Free*

Develop your Exit Planning Knowledge Foundation

Upon completing Exit Planning Boot Camp, you will be able to:

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