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Marketing to Referral Sources

The BEI process immediately caught my attention. It was structured, at the same time it is flexible and relevant. It provides as collateral material and a marketing database platform that has allowed us to multiply the touches with clients and advisors. The BEI technical legal support is terrific. It has allowed us to produce a deliverable without reinventing the wheel. Most importantly it has allowed me to focus more on the parts of the process that I really enjoy.