Deeper and More Meaningful Client Conversations

Core Features

  • Brandable Marketing Content
  • Automated Content Distribution
  • Assessment & Discovery Tools
  • Customizable Client Reports & Proposals

Core Features

Marketing Tools to Enhance Your Expertise

Take your expertise to new heights with our collection of customizable marketing materials. Our professionally designed brochures and workbooks are the perfect tools to connect with business owners, allowing you to uncover their specific planning challenges and drive the conversation forward.

Our in-depth white papers explore the intricacies of business planning, igniting deep conversations that enable you to steer your clients towards a customized strategy that perfectly suits their individual business circumstances.

Unlock Optimal Efficiency through Automated Content Distribution

Enhance your brand’s visibility and credibility with our automated marketing newsletters. Every two weeks, BEI will curate compelling content and send it directly to your subscribers. This valuable information will not only address your clients’ current challenges but also shed light on crucial planning areas they should focus on.

Unleash the Potential of Data to Ignite Conversations

With just a few clicks, you can easily conduct personalized online assessments that will leave business owners impressed. We offer exclusive links and dynamic QR codes that can be used on landing pages to effortlessly help you connect with a wider audience. Additionally, you’ll generate valuable leads that will elevate your success to new heights.

QR Code

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 Growth License suite of solutions.

Pardon our dust! Some pages may have interruptions while we get the new website cleaned up.
This is default text for notification bar