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What Advisors Want From Exit Planning
There are countless good reasons for advisors to do Exit Planning and become an Exit Planning Advisor. But we wanted to hear what the advisors we talk to say they really want from Exit Planning. That's why we interviewed J.P. McCarrick, a BEI executive, to learn what advisors are looking for when they consider BEI.
Tags BEI Tools and Resources, Practice Benefits, Exit Planning Strategies