If you already have a planning system in place or are looking for ways to get new Exit Planning clients to launch a successful Exit Planning practice, the Marketing Membership is the best place to start.
Marketing Membership Benefits at a Glance
- BEI Member Advisor Directory
- Public website Find an Advisor Directory
- BEI’s Newsletter Automated Marketing System
- Introduction to Exit Planning and Needs Assessment Brochures
- Speaking Kit
- White Papers
- One-on-One Coaching
- Monthly Technical Webcasts
- Workbooks and Assessment Software
- Member Collaboration and Practice Groups
- Strategic Alliances
Not sure which plan is best for you?