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How we help advisors
BEI provides resources for advisors to become indispensable to their clients. Regardless of the stage of planning, or the role the advisors plays in the process, we support advisors and their work.
How we help private companies
While BEI does not work with business owners directly, our purpose is to help as many business owners as possible grow and protect value to reach their goals by supporting the advisors they work with.
Why we support XPX
BEI supports XPX because of a common mission. We support the collaboration needed to understand the challenges business owner face at every stage of their life cycle and desire to help advisors solve them.
Growth License – Have deeper and more meaningful conversations with clients with the BEI Growth License. Reach more prospects consistently with automated marketing content branded by you without the hassle of having to create new content yourself. Use online assessments and reports to dig deeper into your client’s most pressing concerns to drive conversations towards how you can help solve their pain points.
Engagement License – Get higher engagement with clients in less time with the BEI Engagement License. Not every owner is ready to start Exit Planning today, but all owners are interested in growth and protecting their business value. Learn the process in the Owner-Based Planning Training and use the tools to streamline planning recommendations to unlock your client’s aspirations as well as your revenue potential.
Planning License – Create custom planning strategies for every business owner with the BEI Planning License. Leverage BEI’s advanced technology to gather critical information about your clients and their goals. Take advantage of a smart recommendation library that is based on your client’s specific needs to create powerful planning deliverables.
Premium License – Access everything you need to accomplish your client’s goals with the BEI Premium License. This license is a combination of everything included in the Growth, Engagement, and Planning Licenses, allowing you to take your prospects through the entire process from acquisition, to engagement, to completion of an Exit Plan.
Owner-Based Planning Training - This training aims to showcase effective strategies and tools for engaging owners in planning, even if they are not solely focused on Exit Planning. Our goal with this training is to enable you in implementing your core service offerings more efficiently while assisting owners in initiating the planning process.
Three Step Certification Program
1. Exit Planning Boot Camp - Upon completing Exit Planning Boot Camp, you will be able to effectively market Exit Planning services to existing and prospective clients, engage business owners using tools supported by factual next steps, create comprehensive, owner-centric Exit Plans and lead Exit Planning Advisor Teams.
2. Advanced Exit Planning Series - Completing the Advanced Exit Planning Series is critical to providing comprehensive Exit Planning services to the business owner community. The primary goal of the program is to provide you with information that will serve as a solid foundation for your professional Exit Planning endeavors, whether or not you plan to pursue a CExP™ designation.
3. CExP Designation - Obtaining the BEI Certified Exit Planner designation is the final step to building your knowledge of comprehensive Exit Planning advisor services for the business owner community. Through training and rigorous testing, CExP professionals demonstrate they are qualified to provide skilled and professionally executed Exit Planning services.
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