Marketing
BEI provides advisors a time-efficient, systemized and integrated process for finding, engaging and permanently representing successful business owners.
Finding and engaging successful business owners requires planning and careful execution of those plans. You choose your target: qualified prospects, current clients,
centers of influence, owner trade associations, community banks, existing referral sources or prospective referral sources. Whether you choose one, several or all,
BEI has the products, brand-able materials (and coaching) to help you achieve your marketing goals.
Products and Private Label Materials
- Exit Planning Seminars (scripted and PowerPoint driven)
- Exit Planning Web Page
- E-newsletter: The Exit Planning Review
- Brochure
- Exit Planning White Papers
- Book: The Completely Revised How To Run Your Business So You Can Leave It In Style™
- Workbook (accompanies the book)
- Initial Marketing Implementation and Support
- Advisor Listing on BEI's business owner Web site
- By-Line Articles
- Engagement Tools
- Timeline organizers
- Meeting Agendas
- Assistant Marketing Training
|
|
|
|
Exit Planning has provided me with a unique and desirable marketing image to hold out
to the public. It has made it easier for my professional alliances to refer clients to me. And, it has
helped me to cement long-term, profitable relationships with my clients.
— T. Black, CLU, ChFC
Exit & Retirement Strategies, Inc.
Irvine, CA |
|
Business Enterprise Institute, Inc. • 741 Corporate Circle, Suite J • Golden, CO 80401 • Phone: 303-321-2242 • Toll-free: 888-206-3009
© 2004-2008 Business Enterprise Institute, Inc.
|