Pre-Conference Workshops
Reboot Your Client Relationships! A BEI Interactive Workshop (Optional)
August 18, 2021
8:00 a.m. - 3:30 p.m.
The most successful business advisors are those who are constantly looking to reimagine their processes to get better results. And where do they look for ideas? They look to other successful advisors, of course! In this high-energy, totally interactive workshop, BEI brings together elite advisors like you to collaborate on new and improved ways to build rapport with prospects, connect with clients, and cultivate referral relationships. Topics and format change frequently throughout the day, so you’ll change gears frequently and never get bored. There are NO presentations! Just interactive collaboration with different peers at each change of topic. You’ll come away with:
- Anew perspective on your traditional approach to client interactions
- Fresh ideas that build on your natural style for marketing and business development
- Awareness of the successful techniques other successful business advisors are using
- Specific, practical, implementable ways to get better outcomes
Space is limited due to the structure of the workshop, so add it to your registration now! All BEI Members are welcome to attend.
The Deep Dive: A BEI Advanced Planning Workshop for CExP™ Advisors (Optional)
August 18, 2021
8:00 a.m. - 3:30 p.m.
Business-owning clients have some of the most complex situations you’ll ever see in your planning career. That’s why it’s important to spend time with other like-minded advisors who are doing sophisticated planning work, just like you. In this highly interactive workshop, BEI brings together CExP™ advisors who have deep technical expertise to share and who are genuinely interested in knowing more so that they can help clients achieve better outcomes. This workshop delivers:
- Scenario-based planning problems and solutions
- Multi-faceted business planning situations with complex analysis
- Peer-to-peer sharing of planning techniques, trends, and perspectives
- Multi-disciplinary experts on a wide range of subjects
You must be a CExP designation-holder in good standing to attend this workshop, and space is limited so add it to your registration now!
Boot Camp Experience (Optional)
August 18, 2021
8:00 a.m. - 5:00 p.m.
The BEI Boot Camp Experience is integrated into BEI’s leading Exit Planning conference giving you the opportunity to network with top Advisors and learn the foundations of BEI Style Planning, including:
- The BEI Seven Step Exit Planning Process™
- Exit Plan Creation Options
- How to Incorporate Exit Planning into Your Practice
- Working as Part of an Effective Team of Exit Planning Advisors
This session provides:
- The knowledge needed to be a better participant in Exit Planning teams.
- The competitive advantage to set you and your Exit Planning colleagues apart in the community.
- The opportunity to participate in Exit Planning teams to enhance revenue streams while helping clients benefit from their lives’ work.
- The opportunity to provide positive short-term impact for your clients’ companies, while helping them meet their long-term Exit Planning objectives.
- Techniques for using Exit Planning concepts in your core service offerings.
Profession Sessions (Optional)
August 18, 2021
3:45 p.m. - 5:00 p.m.
Great if you are new to BEI
Connect with your peers! Get to know other advisors from your professional discipline who also work extensively with business owners to plan for the future. Do you want to know how others in your profession are handling staffing, technology, professional development, revenue generation, or service bundling? Join these professional groups for a guided discussion of the issues that are most important to your profession. Groups include:
- CPAs and Tax Specialists
- Financial Services Professionals (Financial Planning, Insurance)
- Consultants and coaches
- M&A Professionals
- Inside Transfer Specialists
*Don’t see your peer group listed here? Contact Events@exitplanning.com to suggest another group.