Presence is Paramount in Exit Planning
This episode of the Why We Plan podcast features a candid conversation between BEI Founder John Brown and Robert dePalo Jr., JD CExP, Director of Business Planning with National Financial Network, about attracting and engaging Exit Planning clients. Robert shares his experience in Exit Planning and how both planning processes and advisor tactics have evolved to meet the needs of the modern-day business owner. \nRobert details which BEI tools have best served his practice and emphasizes the importance of staying relevant and present in the eyes of your clients and prospects. He shares one of his most effective social media strategies and how his partnership with BEI has improved his LinkedIn impressions, email open rates, and overall perception as a thought-leader in the Exit Planning space. \n\nTo get connected with Robert, follow him on LinkedIn here: https://www.linkedin.com/in/rdepalojr/ \n\nNational Financial Network: https://www.natfin.net