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Can You Slay Your Client’s Deal Killer?
Blog Post
Be sure to learn what kind of Deal Killers are out there so you know how to overcome them before you go to market. 
Behind the Scenes - Come On In, The Water Is Fine
Blog Post
Jim Erben goes on to explain to advisors that the Exit Planning industry is booming and advises other to not be intimidated by the immense amount of opportunity.
Money Isn’t Everything for Business Owners
Blog Post
In this blog, we dive into the last kind of goal to set with your business owner clients: values-based goals.  
Setting Foundational and Universal Goals
Blog Post
Now that we have discussed the benefits advisors and business owners see from setting goals, let’s review the different kinds of goals you can help your business owner clients set.  
The Goal Directs the Path
Blog Post
What are the benefits to owners and advisors during the goal creation process?
Behind the Scenes - Customize Your Planning Approach
Blog Post
Over the years, Robbie Spivey, Co-founder of B&B Strategic Partners, LLC, has learned to alter his planning technique based on which client he may be working with.
Recruit an Advisor Panel
Blog Post
Pulling together the right team of advisors is critical to the success of your Exit Plan. 
Involve and Lead Expert Advisors
Blog Post
Pulling together the right team of advisors is critical to the success of your Exit Plan. 
Make Planning Simple for Owners
Blog Post
Business owners will typically not give you the time of day unless you can prove that you can help them solve the problems that keep them up at night. 
When Exit Planning Isn’t an Option
Blog Post
When the Exit Planning Process is too overwhelming, start with an annual planning meeting to uncover what your business owner client's primary needs are.