If you already have a planning system in place or would like ways to obtain new Exit Planning clients as you launch your 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?