In this episode of Why We Plan, John Brown, Founder of BEI, interviewed Joe Guyton, Founder and Principal of The Guyton Group, at BEI’s 2019 National Conference. Joe explains his first experience with Exit Planning was with his father. He uncovers the common mistakes his father made with his business and the negative impact it had on him and his family. With better planning, many of these common challenges could have been avoided. Joe also discusses his strategy for getting in front of clients, how to get their attention, and how to start those difficult planning conversations.

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