Business Relationships Move at the Speed of Trust
b'In this episode of Why We Plan, John Brown, Founder of BEI, interviewed Craig Rubrecht, CEO and Managing Partner at Cornerstone Wealth, on the topic of building an Advisor Team. Craig has helped hundreds of business owners protect their personal wealth and prepare for retirement. However, Craig always felt there was a step missing in the overall planning process. The wealth management software and process his firm used in the past was not engineered for a business owner or planning for an exit. \\n\\nCraig was able to identify that advisors typically experience gaps in the planning process and require expertise from other advisors. Building a team of knowledgeable, reliable advisors can be challenging and very time-consuming. Craig also notes that he is only able to compete with other firms in his industry because of the process he has in place, his team\\u2019s knowledge, the designations he has completed, and his diverse team of experts. Tune in to learn how to build your Advisor Team to build stronger relationships with your business owner clients.'