Have you finished one planning project for a business client, only to have them immediately ask you to do another? 

In this webinar, we’ll discuss: 

  • Planning work that naturally follows the work you’re already doing. 
  • Issues you need to talk to past clients about today. 
  • Stepping stones of planning that we’re seeing in the market. 
  • New and creative ideas to keep you in the trusted advisor role. 
  • And we’ll throw in a few new ideas for creative ways to use BEI Tools to make it all work. 

Join us on May 26th from 12 – 1 PM ET to ramp up your practice and business relationships to secure ongoing planning work. We will discuss valuable next steps you can take with your clients after the planning you’re doing today is done.