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Getting the Attention of Business Owners

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One of the most challenging part of working with business owners is getting them to act on the planning they know they need to do. They recognize that they need to plan for the eventual exit from their businesses, whether by death or by choice, but they keep putting off taking that initial step towards making a plan.

In this episode of Why We Plan, John Brown interviews David Jean during BEI's 2019 National Conference about diffusing owners concerns around Exit Planning so they are prepared. David focuses on the owners objectives, not just the transactional side of Exit Planning, so that he becomes the guide for the plan the owners want and need. This approach gives him a more effective way of helping business owners.