BEI Tools and Resources

The primary and often only marketing approach used by most advisors is to seek referrals from existing clients and from other advisors they know and trust.

Time is our most precious commodity, and for business owners especially, it can be difficult to convince them to take time out of their already busy schedules to work on their business, not just in it.

Being knowledgeable in your field is very different from being a thought leader in your industry. Along with the vast amount of knowledge you may have on a specific topic, you must also have the ability to market yourself to your appropriate audience. 

As advisors, most of us encounter several common challenges when marketing ourselves. 

Staying current with planning trends isn’t as difficult as it seems.

Don’t let communication breakdowns drive your clients insane.

Building relationships is a key part of Exit Planning

See the top three Exit Planning tools Exit Planning experts use.

Three places where advisors can find recommendations.