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.
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.
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.
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.
