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You have access to the only comprehensive, interactive, intelligent planning system for business advisors.
Time Commitment to Get Started: 30 minutes
What You’ll Need:
- Company logo (high resolution image file that is less than 4MB in size, in a customary format such as gif, jpeg, png, or svg)
- Your photo and bio
- Your firm’s branding colors (web-based colors ae defined in “hex codes”)
- Any disclaimers you are required to include on your BEI content
What to do:
- Schedule your first 90 days of one-on-one personalized onboarding calls with the BEI Client Success Team so that you can follow a schedule that works for you and accelerate your results.
- Start thinking about your goals – what you’d like to achieve with your BEI Tools. Examples include:
- Grow My Practice (more clients, new revenue, etc.)
- Improve My Practice (differentiate, build efficiency, etc.)
- Manage My Practice
- Set up your BEI Profiles in three important places:
- Your Advisor Profile. This is where advisors and business owners will find you and find out about your unique professional background. You’ll be included in Google search results for Exit Planning Advisors in your state and in the Find An Advisor search results based on zip code.
- Your EPIC™ Report Branding. You’ll want to be ready to deliver branded reports to your clients. Just Go to EPIC™ and under your name at the top right in the EPIC™ System, go to Settings and complete all of the Account Information and Branding Options.
- You’re all set! You’re ready to implement your custom plan that you’re developing with your BEI Client Success Team. Want to work on your next steps on your own? Just go to your BEI Client Engagement or Planning resources to get ideas about how BEI Tools can make your life easier and help you achieve your goals.