BEI Membership
License & Pricing
The Chapter License
Build deep relationships with other Trusted Advisors who can truly impact your business.
Chapter License Core Features
Revenue Generation
Exchange referrals that result in revenue and business growth
Trusted Advisor Resources
Build a bench of advisors you trust to offer your clients more value
Visibility and Branding
Extend your business and elevate your standing – locally, regionally and nationally
Connection and Community
Gain access to and grow with a curated community of business planning advisors
A Powerful Mix of Business Advisors
BEI Chapter Members represent the most active and engaged professionals within the lower to middle market. Connect with a carefully vetted national network of Trusted Advisors across a mix of industries that will help you unlock new referrals and benefits for your business.
BEI Chapter Advisor Practice Areas:
- Legal
- Accounting
- Banking & Finance
- Insurance
- Financial Services
- Investment Management
- Consulting
- M&A Specialists
Build Your Bench of Trusted Advisors
Be a hero with your clients. Be valued not only for your own expertise, but for the other Trusted Advisors you can bring in from other industries and expertise when you see a need.
Chapter System
In today’s competitive landscape, differentiation is key. A BEI Chapter License is a proven system that provides best practices, timely content, prospect action items, and marketing consistency. The results range from dynamic business growth to lifelong friendships. The Chapter System has three elements:
- Monthly: Content and Case Study Centered Meetings
- Monthly: MCC (Monthly Cadre Connection)
- Quarterly: Advisor & Owner Events
Be part of a nationwide community of best-in-class Trusted Advisors.
As a BEI Chapter Member, you can access and unlock the power of relationships quickly and generate consistent cross-referrals through our carefully vetted network of top professionals across a mix of specialties. Our collaboration culture helps you optimize your business’ potential and accelerates your networking business results.
Through our hybrid model of in-person and virtual networking meetings, BEI ensures that each member has the resources to achieve expanded reach, relevance, access, and connectivity both locally and nationally.
