Discover Exit Planning with Doug Easton

For over 20 years, BEI has helped advisors like you build relationships with their clients. We understand having a passion to help your clients reach their goals. 

To do so, advisors need to stand out from the crowd, a framework to help clients achieve their goals, and a way to expand the Exit Planning conversation. 

Join us for this live webinar on the BEI tools and resources available to help you seamlessly integrate Exit Planning into your practice and go from "service provider" to your client's "most trusted advisor." 

Learning Objectives:

  • Marketing your Exit Planning practice
  • Getting hired for Exit Planning projects
  • EPIC™ Exit Planning software
  • BEI Exit Planning training opportunities
  • BEI Membership levels
  • And more!