Work Toward Proving Your ROI as an Exit Planning Advisor
b'In this episode of Why We Plan, John Brown, Founder of BEI, sits down with BEI Member, D. Jeremy Pugliese, CExP, WMCP, RICP, Investment Advisor, for Planning Alliance, LLC, to discuss how Jeremy shows his worth to his business owner clients and proves the ROI for his services. \\n\\nJeremy talks about how he first got involved in financial planning and how he felt like he could do more for his clients. There is not a one\\u2013size \\u2013fits-all solution for financial planning and Exit Planning. Jeremy discusses how he has been able to produce unique solutions for his clients because of his extensive training. He discusses how he has found success in pricing his services and how at the end of the planning process, his clients want to continue their relationship with him. Tune in to learn how you can appropriately price your unique services, prove your ROI and build strong business relationships.'