ExitMap Marketing Models

Advisor Marketing Models
Affiliates use the ExitMap® with existing or prospective clients, and to coordinate exit planning efforts for an entire professional firm or network.

ExitMap Marketing Models One-to-One Consulting

One-to-One Consulting

An Affiliate asks clients to take the ExitMap® Questionnaire, and utilizes the Analysis and Action Plan to debrief them, and determine priorities for starting additional work.

ExitMap Marketing Models One-to-Many Marketing

One-to-Many Marketing

An Affiliate uses the ExitMap® marketing resources to present, mail or otherwise reach out to prospects with the free Assessment. He or she only has to purchase advisor reports for those who complete the Assessment and agree to a debriefing.

ExitMap Marketing Models One-to-Many-to-Many Networking

One-to-Many-to-Many Networking

An Affiliate acts as the nexus for the clients of multiple colleagues. They all encourage qualified clients to take the free Assessment. The ExitMap® Affiliate debriefs the clients, manages the engagements, and provides the referring professionals work in their areas of expertise.

Take the ExitMap® Test Drive

Trying the ExitMap® for yourself will allow you to:

See the reports your clients will receive
Review the quality content contained in each report
Experience the customization features first-hand
Learn how feedback aligns with client responses
Understand how debriefing leads to new advisory work

Get Started

To test drive the ExitMap® you need only complete our online Assessment. It’s free, comes without risk or obligation and will only take about 15 minutes to complete. ExitMap for Exit Planning Assessment Button

After taking the Test Drive you will become an ExitMap® Registered Advisor with benefits that include access to sample reports, a subscription to the
Your ExitMap exit planning Blog, the “Beating the Boomer Bust” eBook, relevant exit planning articles and notification of training and updates.

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