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Is Marketing to Centers of Influence a Waste of Your Time and Money?
Blog Post
"I've referred three great clients to Mary Smith because she's a topnotch CPA. All I've gotten in return is a thank you email.
Addressing Attorney's Challenges With Family-Owned Businesses
Podcast
John Brown, founder of BEI, interviewed Andrew Karlen, Business Attorney, at BEI’s National Conference last year. In this episode of Why We Plan, John and Andrew discuss the many challenges family-owned business attorneys must overcome during the exit planning process.
Get the Attention of the Procrastinating Business Owners
Blog Post
Understand the three most common misperceptions that allow owners to blissfully ignore planning their business exits.
How to Become a Referral Magnet
Blog Post
The primary and often only marketing approach used by most advisors is to seek referrals from existing clients and from other advisors they know and trust.
The Importance of Business Analysis During Exit Planning
Podcast
In this episode of Why We Plan, John Brown, Founder of BEI, interviewed Gene Blanton, Vice Chairman and Chief Relationship Officer for Capital Works at BEI’s 2019 National Conference.
Advisor’s Guide to Entering the Exit Planning Marketplace
Blog Post
Now that you are aware of the barriers to enter the Exit Planning market, how do you overcome those barriers. 
4 Barriers to Entering the Exit Planning Market
Blog Post
As a new or seasoned advisor, understand how to overcome those barriers to entering the Exit Planning Market. 
Challenges of Selling Your Family Business
Podcast
At BEI’s 2019 National Conference, John Brown, founder of BEI got the privilege to interviewed Christopher Goebel, President and Founder of Crossroads Advisers. In this episode of Why We Plan, John and Chris discuss the intricacies of selling your family-owned business.
How to Help Your Clients See Their Exit Plan Path
Blog Post
Time is our most precious commodity, and for business owners especially, it can be difficult to convince them to take time out of their already busy schedules to work on their business, not just in it.
How to Become a Thought Leader
Blog Post
Being knowledgeable in your field is very different from being a thought leader in your industry. Along with the vast amount of knowledge you may have on a specific topic, you must also have the ability to market yourself to your appropriate audience.