"What If" Exit Planning for Your Business Clients

"What If" Exit Planning for Your Business Clients

Friday, May 6, 2022

As an Exit Planning advisor, helping your clients to prepare for the unexpected with continuity plans is key for covering the bases of any unforeseen business challenges.

Good Questions Drive Better Exit Planning Conversations

Good Questions Drive Better Exit Planning Conversations

Friday, April 22, 2022

Exit Planning Advisors must ask targeted questions in order to have effective conversations with current and prospective business owner clients. 

Benefits of a written exit plan

Exit Planning To-Do #1: Write it Down!

Friday, April 22, 2022

It’s critical that as an Exit Planning Advisor, you simplify the owner’s Exit Planning to-do list by having them start the process by writing their plans down. Written plans have major benefits if done properly and if the right items are included. 

Make the Most of the Initial Exit Planning Conversation

Make the Most of the Initial Exit Planning Meeting

Friday, April 15, 2022

As an Exit Planning advisor, having that all-important initial conversation about your client’s exit strategy is essential to protect their legacy, reach exit goals and enable successful continuation of the business after the exit. 

BEI Exit Planning Member Eddie Drescher

Building Engagement & Advisor Teams One Step at a Time

Friday, April 8, 2022

In this blog, we sit down with BEI Member, Eddie Drescher, Financial Advisor with Haycox Financial Group, to discuss lessons learned through Exit Planning, the importance of the first Exit Planning engagement, and how he develops his team of advisors.  

Why Should Advisors Consider Exit Planning?

Why Should Advisors Consider Exit Planning?

Friday, April 1, 2022

When advisors incorporate Exit Planning into their practice and move beyond transactional planning, they position themselves as the indispensable advisor that owners turn to for all their business planning needs. In turn, advisors reap benefits of differentiation, increased revenue, and many more. 

Changes in How Business Advisors Are Working with Clients

Business Advisors Are Changing How They Work With Clients

Friday, March 25, 2022

Business advisors can encounter a lot of competition, but nothing drives engagement quite like connection. Exit Planning provides a perfect opportunity to differentiate, strengthen client relationships, as well as capitalize on established relationships in new ways – ultimately providing you with a competitive advantage over your competition.

Preventing Problematic Phone Calls from Clients

Monday, March 14, 2022

BEI Member Bruce Willey shares techniques & resources that have helped him prevent uncomfortable phone calls from owner clients who have made huge, life-altering decisions without consulting their advisors.

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