Exploring Advisor Success: Introducing BEI’s Owner-Based Planning System
Speaker: John Brown, Founder of BEI
Date: Tuesday, January 23
Time: 12:00 – 1:00pm ET
Description:
Are you providing your business owner clients with what they want and need? Imagine having the tools and knowledge to help them do both.
Register for an upcoming webinar with BEI Founder John Brown, for an introduction to BEI’s new Owner-Based Planning System that was uniquely designed to help you assist your clients grow and protect business value.
In this webinar, you will learn:
- The premise of Owner-Based Planning and how BEI’s new system is the key to new and additional product sales in the modern-day business environment.
- How to engage clients in any stage of their ownership lifecycle.
- Proven strategies and practical tools to help clients grow and protect their company’s value.
- Planning recommendations designed for growing cash flow – from cash-based and ownership-based incentive plans, to value protection with buy-sell agreements, business continuity instructions, stay bonuses and more. Plus, insights on how to fund each of these recommendations!
- The ways to use this Owner-Based Planning system to your advantage as a professional advisor.
Join us Tuesday, January 23 at 12:00pm ET for a powerful presentation where you’ll leave with actionable steps to help your clients grow and protect business value.
Register at the link below!