Join Fletcher Brown in the March edition of the new BEI webinar series of case studies and proven advisor strategies. Dive into a real-life success story showcasing how advisors have successfully used BEI’s planning recommendations and framework to engage business owners at every stage of the planning process to drive results and revenue for their clients.
In this webinar, we’ll explore:
- The client engagement tips that make a difference for owners, no matter the stage in their planning journey.
- How advisors can use planning recommendations to map out a timeline, regardless of whether their client’s focus is on business growth, driving value, or the business exit.
- Details of an effective planning timeline including setting meetings that focus on utilizing specific tools, expectations, and objectives.
- Plus more!
Register today using the form below to learn how BEI can help streamline your process and simplify your offering so owners turn to you first when seeking results and revenue. Don’t miss this opportunity on March 12th at 1PM EST to master the art of business exit and transition planning with BEI’s renowned process and tools.