How to Plan So That No One Misses Out on Success

Why We Plan Image

A key question that business owners are starting to ask advisors is, “How are you going to help me plan for the successful future of my business and my ownership?” In this episode, John Brown (BEI’s founder) and Elizabeth Mower (BEI’s president) use real-life stories of business owners missing out on success to show you how advisors can mitigate this common yet avoidable fate. If you want to help your clients get out in front of common planning problems, this episode is for you.