How Can the Certified Exit Planner Designation Change Your Practice?

Published: June 16, 2022, 4:31 p.m.

John Brown, Founder of BEI, sits down with Corwin Davidson, one of BEI\u2019s newest Members, on the topic of how the BEI Certified Exit Planner Designation (CExP) established the foundation of Corwin's estate planning and Exit Planning Practice. \n\nIn this episode of Why We Plan, Corwin explains that he has always enjoyed learning and educating business owners on various planning approaches. He goes on to explain that the knowledge he learned from the BEI Exit Planning designation has changed how he engages clients in the Exit Planning conversation.