Planning: Achieve More  in Smaller Steps

Creating, implementing, and managing an Exit Plan can be overwhelming and exhausting for advisors and business owners. Similar to any large project, it is most efficient to tackle the project step-by-step. Many of the most successful advisors we work with have realized that less is typically more. Many business owners are more likely to get smaller projects done over a longer period of time than tackling the entire project at once. Creating a manageable, phased planning strategy for each of your clients lessens the burden, increases your efficiency, and increases your credibility as an experienced advisor.  

In this webinar, Elizabeth Mower, President of BEI, and Jared Johnson, CEO of BEI, uncover strategies that top advisors have successfully implemented to make Exit Planning more approachable for advisors and business owners alike. 

Benefits of this approach include: 

• Getting more work through referrals  
• Generating more planning revenue 

• Delivering better outcomes for their clients 
• Relieving pressure from both the business owner and advisor  
• Getting more done by creating momentum with smaller wins  
  

Learn when to use a phased planning approach, the differences between other more comprehensive planning approaches, and how to implement strategies like this into your own practice.