Create a Partnership for Life
When working with business owners, you are not only helping them plan for their future, you are building a life-long relationship. Connect with your clients on a personal level before you rush into the planning process. Ask them personal, thought-provoking questions during your initial meeting. You may find out something about the business that will help with your planning process that you may never have known if you didn\u2019t sit down and really get to know your client and their business. \n\nIn this condensed podcast, John Brown, Founder of BEI, and Elizabeth Mower, President of BEI, discuss the importance of building strong relationships with your business owner clients. These business owners are putting their entire futures in your hands. You want to ensure them that they can trust you.