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dig deeper

You Can Only Strike Oil When You Dig Deep Enough

Friday, November 26, 2021

Lawrence Bogar, AEP, AWMA, an associate member of MRA Advisory Group, discusses how he has found success by getting more than surface-level responses from his clients.

Liberating Successful Business Owners from Your Competitors 

Friday, November 19, 2021

We continue on Anita's journey to differentiate herself from her competition by introducing Exit Planning to her core services. 

Exit Planning: The Prescription for Client Defection

Friday, November 12, 2021

This week we discuss how to overcome the call from your client informing you they have found another advisor to help them plan for their future. 

wear many hats

Exit Planners Wear Many Hats

Friday, November 5, 2021

Successful Exit Planners are also the architects, general contractors, and subcontractors. Learn how to wear each of these hats. 

Family Business Transition Planning or Three-Dimensional Chess?

Friday, October 29, 2021

In this blog series, we interview Kathleen Hoye, Consulting Principal at MCM CPAs & Advisors about the complexities of inside transfers. 

Athletes into Olympians

Turn an Athlete into an Olympian

Friday, October 22, 2021

Help transform your business owner clients into Olympians by motivating them to take action. Show them the importance of planning for their futures. 

yellow brick road

Uncovering The Yellow Brick Road 

Friday, October 15, 2021

Follow along Dorothy's journey to meet the wizard of Oz to understand the process you need to create to create the right exit path for your business owner clients. 

HERO

Surprise! You Aren’t Your Clients’ Hero – They Are!

Friday, October 8, 2021

Just like in every movie plotline, proper Exit Planning requires the main character with a problem, a guide to support the main character, and a villain to overcome. 

collecting data

Gathering Missing Data

Friday, October 1, 2021

In this segment of Behind the Scenes, we interview John Dini, Founder and CEO of The ExitMap®, on how he has made some critical changes to his practice to ensure he receives the information he needs to properly create an Exit Plan in a timely manner.

Leading the Team to Success 

Friday, September 24, 2021

Tips, tricks, and strategies to keep your clients and advisor team on track during the planning process. 

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