Higher Engagement with Clients in Less Time

Core Features

  • Brandable Marketing Content
  • Assessment & Discovery Tools
  • Streamlined Planning Recommendations
  • Owner-Based Planning Training

Core Features

Expand Client-Centric Service Offerings

Your firm gains access to our proprietary Owner-Based Planning tools and resources. These tools enable you to offer a wider array of services, including those your firm already offers, tailored specifically to the unique needs of business owners. 

Unlock Revenue Growth with Upsell Opportunities

By understanding clients’ aspirations and presenting tailored solutions, you can  identify upselling opportunities. Whether it’s introducing new products or recommending advanced strategies, these upsells contribute directly to your revenue growth while providing value to your clients. 

Differentiate Your Firm

In today’s competitive landscape, differentiation is key. A BEI License not only provides access tools but also positions your firm as a leader in the industry. Clients are more likely to choose firms that offer specialized, comprehensive planning services, giving you a. competitive edge.  

Enhance Client Retention

Equipped with resources and training, you can deepen client relationships through personalized, comprehensive planning. Satisfied clients are loyal, ensuring long-term partnerships that generate consistant revenue over time. 

We’re Here to Equip You. Together, We’ll Triumph.

When creating a plan for your clients, there are numerous factors and steps to consider. The great news is that you don’t have to be an expert in every area. With PlanIt, you can collaborate with other advisors and create comprehensive recommendations and timelines. What’s even better is that as a member of the BEI Advisor Network, you can tap into the expertise of like-minded advisors from around the world.

At BEI, we are dedicated to equipping you with the best Exit Planning tools and content available. We understand the significant impact that the right resources can have on your practice. Throughout the onboarding process, our team will work closely with you to define your goals and demonstrate how you can effectively utilize the resources provided through the BEI Advisor Network.

If you require extra assistance with discovery meetings, client inquiries, planning meetings, or assembling an advisor team, we can connect you with a BEI Planning Consultant who will provide expert guidance and support.

Together, we will triumph in your journey towards success.

Schedule a personalized tour of the Engagement License suite of solutions.

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