Sam Wo, a 115-year-old Chinatown institution, faces closure as its owner retires without a successor. This historic restaurant, known for its simple Cantonese dishes and colorful legacy, highlights the vital...
Become an Exit Planning thought leader
Develop your brand into an Exit Planning authority and drive effective client engagement.
Drive client engagement with unrivaled Exit Planning marketing tools
Boost your brand message with customizable, professional outreach to attract leads, deliver targeted content, and engage high quality clients.
BEI Marketing License gets you:
Branded Marketing Materials
Engage business owner clients with professionally designed, white-labeled materials.
Automated Content Distribution
Deliver timely and relevant Exit Planning content directly to your subscribers.
Discovery & Assessment Tools
Attract high-value leads with custom assessments and landing pages.
Client Proposals and Action Plans
Energize client engagements with clear and compelling, data-driven proposals.
Your brand here
Infuse your advisor brand identity into a premium catalog of Exit Planning materials—for online publication or printed collateral—designed to showcase your expertise and inspire trust among current and future clients.
Sign up nowSpeak with us Your brand here
Infuse your brand identity into a premium catalog of Exit Planning materials—for online publication or printed collateral—designed to showcase your expertise and inspire trust among current and future clients.
Sign up nowSpeak with usDeliver value consistently and effortlessly
Stay top-of-mind with a professional email newsletter tailored to your clients’ needs. Automatically distributed on your behalf to an unlimited number of clients, it keeps your brand visible while delivering actionable, relevant insights.
Find your client’s ideal exit
Leverage digital discovery tools and assessments to help you connect with business owners, uncover challenges, and drive client engagement, boosting your revenue potential.
Sign up nowSpeak with us Find your client’s ideal exit
Leverage digital discovery tools and assessments to help you connect with business owners, uncover challenges, and drive conversations forward, boosting your revenue potential.
Sign up nowSpeak with usExclusive benefits of a BEI Marketing Membership
For advisors ready to kickstart their Exit Planning offering
Everything in Chapter Membership PLUS:
✓ Branded client engagement materials
✓ Automated content
✓ Online assessments
✓ White-label landing pages
✓ Data-driven proposals
✓ Custom action plans
Every BEI Marketing Membership comes with access to our Client Success team
Partnering with BEI Client Success you’ll receive tailored Exit Planning support, collaborate on strategic client engagement, and gain actionable insights that maximize your revenue and drive meaningful outcomes with your clients.
Marketing License FAQ
How does the Marketing License differ from the Chapter License?
The Marketing License builds upon the Chapter License by offering additional tools to boost client engagement and enhance your brand. It’s ideal for advisors looking to expand their marketing reach and establish themselves as thought leaders in Exit Planning, which can help attract, nurture, and convert leads. Compare all BEI Licenses
What type of marketing materials are included?
You get white-labeled brochures, white papers, workbooks, and other professionally designed content tailored to your brand.
Can I white label the marketing materials?
Yes! You can add your branding alongside our copyright and copyrighted content. This enhances your brand’s credibility and increases client engagement while maintaining compliance with our copyright policies.
Why should I use the marketing materials?
Marketing is key to connecting with business owners and showcasing your expertise. Our high-quality, customizable marketing tools help you promote your services effectively, driving client engagement and consistent revenue growth.
How does automated content distribution work
Twice-monthly newsletters designed with your brand and curated by BEI are automatically sent to your subscribers to keep you top of mind.
Can I customize the online assessments?
Yes, client assessments can be branded and tailored to align with your business and client engagement needs.
How will the Marketing License help me engage clients?
Tools like landing pages, proposals, and assessments generate high-quality leads with increased client engagement and provide clear paths to action.
Have additional questions?
Speak to a real person.
Give us a call or email us! We have real people who’d love to chat with you.
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Toll free: 888-206-3009
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