Why Should I Work With Someone Half My Age?

Why We Plan Image

There are many aspects about planning that business owners will resist. They may not be comfortable working with younger advisors. They might not understand new ideas. They might be skeptical about different strategies. Advisors can and must overcome each of these resistance points to best serve their clients, but how?

In this episode of Why We Plan, John Brown interviews Devin Langan, one of BEI’s youngest advisors, to find out how he overcomes common resistance point among advisors. Whether you’re just getting started with helping business owners plan for future success or have been doing it for years, Devin’s experience can show you new ways to overcome owner resistance to their essential Exit Planning.