Sorry, you need to enable JavaScript to visit this website.

Counting Gravel Pits and Other Places NOT to Start the Exit Planning Conversation

Why We Plan Image
PDF icon Download Transcript (41.83 KB)

Business owners are interested in working with advisors who can solve their problems. In the second episode of BEI’s Why We Plan podcast, John Brown and Elizabeth Mower discuss how to probe for the problems that bother owners most, avoid focusing on the wrong things, and ask the right questions to make owners want to work with you. Advisors who want to make their clients happy become their clients’ most trusted advisor should listen to this episode today.