Creating an Exit Planning Reputation

Published: Sept. 22, 2022, 3 p.m.

b'This episode of the Why We Plan podcast shares an interview with John Brown, founder of BEI, and David Jean, CPA, CCIFP, CExP, Albin Randall & Bennett, about David\\u2019s start in the Exit Planning industry. David details his \\u201cwake up call\\u201d moment watching the aftermath of a client he had nearly a decade ago, who failed to plan and whose business was left in disaster when he passed away. Learn the tools that David has found most valuable in his Exit Planning journey, as well as how he has expanded his accounting service and built a strong reputation as an Exit Planning expert.'