ESOPs: How Successful Advisors Participate & Benefit
https://us02web.zoom.us/s/81806265774Join us for a webinar with Executive Financial Services & gain the knowledge and tools needed to position yourself as a trusted advisor in the world of ESOPs.
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Navigating the Future of M&A and Exit Planning: A Conversation with John Brown and Dave Seitter
https://us02web.zoom.us/s/89808698716Join us on December 6, 2023, for a dynamic webinar featuring a captivating conversation between BEI's John Brown & Dave Seitter, Attorney and Partner at Spencer Fane LLC.
Unlocking Advisor Success: Introducing BEI’s Owner-Based Planning System
https://us02web.zoom.us/s/84970784109Register for an upcoming webinar with BEI Founder John Brown, for an introduction to BEI’s new, uniquely designed Owner-Based Planning System.
Maximize Your Planning Practice’s Potential Ahead of 2024
https://us02web.zoom.us/s/87320644381Join us for an webinar that will empower you to unlock the full potential of your practice with strategic business planning.
Why Wealth & Insurance Professionals are Collaborating with Growth Advisors and Unlocking Profit & Value Growth
https://us02web.zoom.us/s/81660007623Explore the symbiotic relationship between coaching and advisory services when in comes to working towards building and protecting transferable business value.
Inside the Castle: A Dive Into The Owner’s Inner World
https://us02web.zoom.us/s/82717105138Dr. Taylor will help us go beyond the castle walls to discover the inner world of business owners and what psychological factors help plan for a business exit.
Revolutionize Your Planning: Discover a Better Way to Plan in 2024 & Beyond!Â
Business owners are looking for help and expertise in planning for their future and the Exit Planning market is bigger and broader than ever before. …
Exploring Advisor Success: Introducing BEI’s Owner-Based Planning System
Register for an upcoming webinar with BEI Founder John Brown, for an introduction to BEI’s new, uniquely designed Owner-Based Planning System.
Multiply Your Client’s Business Value in Less Than 2 Years!
If your client is ready to exit but needs a higher valuation of their business, The ReWild Group has the solution! Learn more in an upcoming webinar!
A Deep Dive into AQR’s Flex SMA Offering for Business Advisors
https://us02web.zoom.us/s/82844011678Join us for an upcoming webinar presentation with AQR on a new offering, Flexible SMAs, designed for advisors working with owners on exit strategy.
BEI Strategies for Success: Using Phantom Stock & Incentive Planning to Exceed Goals and ROI
Join Fletcher Brown as he kicks off the first in this new webinar series of case studies and proven advisor strategies using BEI tools and framework.
BEI Strategies for Success: Boosting Client Engagement at Every Stage to Drive Results & Revenue
Join Fletcher Brown Tuesday, March 12 for a case study review on advisors who have successfully engaged owners for planning work to drive results & revenue.