Getting in Front of Clients and Starting the Conversation Right

Advisors want to know how to get in front of business owners, capture their attention, and have conversations that encourage owners to work with them. In this episode of Why We Plan, John Brown interviews Ashley Micciche, a successful advisor who added Exit Planning to her repertoire of services. Ashley shares her experience with how she got into Exit Planning, how it’s helped her core practice, and how BEI helped her on her journey. If you’ve ever wondered how Exit Planning can fit into your practice, listen to what Ashley had to say in this episode!