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Summary: In this series, we discuss the BEI's Seven Step Exit Planning Process. We started with a comparison of Exit Planning and succession planning and followed that with establishing the foundation for an owner’s plan: the owner’s goals.
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Summary: No one today makes even casual financial decisions in a vacuum. If you want to book a vacation, you check TripAdvisor. Before you invest in a restaurant, you fire up Yelp. Angie’s List is the go-to platform for when you want to find a babysitter, plumber or dentist.
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Summary: In this day and age, having a presence on this giant of a social media platform is crucial to the success of your business. Twitter provides a medium that enables advisors to connect to their target audience and helps them to reach new prospects.
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Summary: Salesforce officially launched their new CRM specifically tailored to financial advisors, touting it as the only all-in-one solution "that is a client-centric platform, not a product-centric one."
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Summary: The best succession plans are the ones put into place long before they are needed. Rarely, however, does this actually happen.
