How to Find an Advisor in the Directory

Finding an advisor in the directory - for all members

Collaboration among advisors is essential to Exit Planning. BEI demonstrates its commitment to a strong advisor community through a full suite of collaboration channels. The BEI Advisor Network is the only multi-disciplinary Exit Planning community with relationship opportunities from networking to sophisticated planning solutions. Share best practices, learn from subject matter experts, and enhance your planning practice through participation in the BEI Community.

A powerful resource Members can use to connect with other BEI Advisors in their communities and across the country, Advisors with specific disciplines and networking partners is the Advisor Directory. It lists every active BEI Member with their bios and contact information.

It is easy to access the Directory!

From the BEI Member Center Home Page:

1. Navigate to the Community Box  

2. Click Advisor Directory

It’s as simple as that.

Once on the Directory landing page, you will see a number of ways to search for a BEI Member Advisor: Keyword, Name or Company and City or State. You can narrow your search by Specialty (Core Discipline). You even have the choice of seeing the Member’s Bio or their Geographic location in the United States or Canada.

For example, you may want to find a CPA in Memphis, TN. Type “CPA” in the Search Keywords box and “Memphis” in the City / State box. Click the Search button and the CPA BEI Members in Memphis will be listed.

We have an excellent article titled 10 Ways to Work With BEI Advisors in Your Area. Read about ways to expand your outreach with other BEI Members.