Why We Plan

Why We Plan

By John BrownBusiness
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Why We Plan episodes

  • Getting in Front of Clients and Starting the Conversation Right
    Advisors want to know how to get in front of business owners, capture their attention, and have conversations that encourage owners to work with them. In this episode of Why We Plan, John Brown interviews Ashley Micciche, a successful advisor who added Exit Planning to her repertoire of services. Ashley shares her experience with how she got into Exit Planning, how it’s helped her core practice, and how BEI helped her on her journey. If you’ve ever wondered how Exit Planning can fit into your practice, listen to what Ashley had to say in this episode!

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    16 min
  • What Confuses Owners About Exit Planning?

    When business owners learn about Exit Planning, many of them say, “I’ll start that when I’m ready to exit my business.” But most advisors are already helping owners with elements of Exit Planning through their core services. How does this affect advisors and the owners they serve?

     

    In this episode, John Brown and Elizabeth Mower talk about how to best explain Exit Planning to business owners to get them to work with advisors toward future success. Exit Planning is an overarching term for planning for future success, and there are few owners who don’t want plans for future success. Listen to this episode to see how you can frame the conversation with your clients and begin helping them plan for future success, both inside and outside the business.


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    18 min
  • How to Plan So That No One Misses Out on Success
    A key question that business owners are starting to ask advisors is, “How are you going to help me plan for the successful future of my business and my ownership?” In this episode, John Brown (BEI’s founder) and Elizabeth Mower (BEI’s president) use real-life stories of business owners missing out on success to show you how advisors can mitigate this common yet avoidable fate. If you want to help your clients get out in front of common planning problems, this episode is for you.

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    21 min
  • What Is the Exit Planning Process
    When it comes to planning for business owners, advisors shouldn't put their planning into silos. In this episode, Founder John Brown and President Elizabeth Mower talk about the Exit Planning process and how it fits into overall business planning. If you've ever wondered how business owners and advisors can work to plan for a constantly evolving business, this episode is for you!

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    24 min
  • ‘That’s Not Fair’ and Other Unforeseen Exit Planning Problems
    Planning never occurs in a vacuum. People outside of the owner often have a say in the planning, and unless advisors know how to anticipate that, even the best-laid plans can go awry. In the eighth episode of BEI’s Why We Plan podcast, Founder John Brown and President Elizabeth Mower talk about common problems that pop up during the Exit Planning Process, how advisors can anticipate these problems, and the best ways to approach the unforeseen.

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    18 min
  • ‘I Know I Need to Plan. Just Not Now.’ Addressing Procrastination
    Many business owners procrastinate when it comes to planning. How can advisors overcome this agonizing fact? In the seventh episode of BEI’s Why We Plan podcast, Founder John Brown and President Elizabeth Mower argue why advisors must be proactive in getting owners to act, show how advisors can encourage owners to act, and present the top reason why owners procrastinate (it’s not because they’re too busy). If you’ve ever wondered how to motivate owners to act, this episode is for you!

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    19 min
  • The Most Frustrating and Rewarding Clients to Work With
    When advisors do Exit Planning, they’ll undoubtedly work with family businesses. Family businesses are the most frustrating and rewarding clients to work with, and many advisors aren’t family business experts. In the sixth episode of BEI’s Why We Plan podcast, Founder John Brown and President Elizabeth Mower examine the most common roadblocks family businesses bring to the table, how advisors can work through both technical and non-technical issues, and what to focus on with your family business clients. Listen to this episode to prepare yourself to work with family-owned businesses.

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    24 min
  • From Ownership to Entry-Level Retail: Avoiding Devastating Mistakes
    It’s difficult to imagine that a $3 million business sale could ever be considered a monumental failure, but it happens more often than you’d think. In the fifth episode of BEI’s Why We Plan podcast, Founder John Brown and President Elizabeth Mower outline how common advisor mistakes within seemingly strong Exit Plans can destroy an owner’s dreams. They’ll also show you how to avoid putting your clients in bad situations after they exit, and how to get them to act. Listen to this episode to learn how to be an advisor your clients trust, rather than take to task.

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    26 min
  • Shaping an Owner’s Mind-Set to Create Future Success
    Determining a business owner’s goals is the most important part of a business exit. But determining goals is never as easy as asking, “So, what are your exit goals?” In the fourth episode of BEI’s Why We Plan podcast, Founder John Brown and President Elizabeth Mower discuss the most common problem owners have when pursuing their goals, strategies for accurately determining your clients’ goals, and how you can really get owners to think about what they want from their futures. If you want to know the kinds of questions you should ask owners to assure a successful Exit Planning foundation, listen to this podcast now!

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    27 min
  • Preventing Backstabbing and Other Avoidable Risks
    The greatest risk owners face occurs right as they’re preparing to exit the business. In the third episode of BEI’s Why We Plan podcast, Founder John Brown and President Elizabeth Mower talk about the importance of key employees, how to confront the risks that key employees can create for exiting business owners, and why fostering key employees is necessary for a successful exit. If you want to do everything possible to protect your clients from backstabbing and other risks, this podcast is essential!

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    28 min

About Why We Plan

From the publisher's feed

A podcast for advisors to business owners who want to help their clients plan for a successful future, both inside and outside the business. We discuss topics including succession planning, exit…