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Strategies to Keep Owners Engaged in Long-Term Planning 

Friday, September 17, 2021

Use these strategies to help give your business owner clients a small nudge to start the planning process. 

know your audience

Know You Audience

Friday, September 10, 2021

Be sure to get to know your clients so you can accurately help them develop the right Exit Plan for them. 


Are You Marketing or Drowning Worms?

Friday, September 3, 2021

Valuable content, provided on a consistent basis, is the key to marketing your practice to business owners and their advisors.


Become the Coach of Your Advisor Team

Friday, August 27, 2021

Patrick Carroll, Founder and CEO of Obsidian Planning Solutions, speaks to why being the coach of your Advisor Team is so critical to the success of the Exit Plans you put together.

Image Of a Business Planning Flow Chart With A Hand Pointing

Is Exit Planning a Good Fit for You? 

Friday, August 20, 2021

Learn if you have the necessary resources and bandwidth to implement Exit Planning into your core offerings. 

do more

Become More Than the Average Advisor

Friday, August 13, 2021

Learn how the BEI tools and resources can take your practice to the next level. 

Phased Planning

The Exit Planning Process: Phase One 

Friday, August 6, 2021

The first phase of planning is crucial. All advisors involved must have accurate information to create the right plan for business owner clients. 

Two men and two women collectively fist bumping over a table with various jars and bowls.

Work Together, Not Against Each Other

Friday, July 30, 2021

In this week’s blog post, we interview Steve Zeller, President, Co-founder, and Senior Wealth Advisor for Zeller Kern Wealth Advisors, serving the Sacramento, California area, and Boise, Idaho. He is a well-credentialed advisor with over 25 years of experience.

business advisor

Using an Advisor Team to Differentiate Your Practice

Friday, July 23, 2021

Grow your Advisor Team of experts to provide even better solutions for your business owner clients. 

problem solve

Problem Solving as a Practice Differentiator

Friday, July 16, 2021

Helping your business owner clients concur one issue at a time can make more a difference than trying to solve all their problems at once. 

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