The Most Frustrating and Rewarding Clients to Work With

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When advisors do Exit Planning, they’ll undoubtedly work with family businesses. Family businesses are the most frustrating and rewarding clients to work with, and many advisors aren’t family business experts. In the sixth episode of BEI’s Why We Plan podcast, Founder John Brown and President Elizabeth Mower examine the most common roadblocks family businesses bring to the table, how advisors can work through both technical and non-technical issues, and what to focus on with your family business clients. Listen to this episode to prepare yourself to work with family-owned businesses.