Premium
$925/month
Premium Plan
Everything You Need to Accomplish Your Client’s Goals
Core Features
- Brandable Marketing Content
- Automated Content Distribution
- Assessment & Discovery Tools
- Intelligent Planning Recommendations
Core Features
- Customizable Client Reports & Proposals
- Interactive Planning Deliverables
- Advisor Collaboration Tools
- 2 Free Associate Memberships
Branded Marketing Materials Ready to Elevate Your Expertise
Elevate your expertise as an Exit Planner effortlessly by utilizing our ready-made marketing materials that can be customized with your logo and contact details. Our professionally designed brochures and workbooks will help you engage business owners as you uncover their unique planning challenges, driving the conversation forward.
Our comprehensive white papers delve into the intricate aspects of business planning, sparking in-depth discussions that empower you to guide your clients towards the perfect strategy tailored to their unique business situations.
Maximize Efficiency with Automated Content Distribution
Maintain a strong and consistent presence with automated marketing newsletters. Twice a month, BEI will create content on your behalf and deliver it directly to your subscriber list. This valuable content will address the challenges your clients are currently facing and highlight important planning areas they should be considering.
Gather the Essential Data to Propel Planning
Use BEI technology and cutting-edge tools to supercharge your business planning efforts. With PlanIt, conduct personalized online assessments for each business owner. Take advantage of unique links, QR codes, and landing pages to effortlessly connect with a wider audience, generating valuable leads.
Unlock the Power of Intelligent Planning Recommendations
As you delve into understanding your client, their business, and their goals, seize the opportunity to create tailored plans through your own expert recommendations or by tapping into the vast recommendation library in PlanIt.
Three Output Options to Choose From:
1
Quick List
This version offers a comprehensive breakdown of each recommendation, providing an in-depth understanding of its functionality, advantages and disadvantages, as well as the specific aspects that require attention.
2
Recommendations
This version offers a comprehensive breakdown of each recommendation, providing an in-depth understanding of its functionality, advantages and disadvantages, as well as the specific aspects that require attention.
3
Enhanced Recommendations
This version offers a comprehensive breakdown of each recommendation, providing an in-depth understanding of its functionality, advantages and disadvantages, as well as the specific aspects that require attention.
Personalized Client Reports & Proposals
Create detailed and personalized reports that showcase the essential aspects of a business owner’s goals and objectives. Leverage this valuable information to craft a customized proposal that directly addresses their specific worries and leads them through the seamless process of collaborating with you.
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.