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.
![]() |
One-to-One Consulting |
![]() |
One-to-Many Marketing |
![]() |
One-to-Many-to-Many Networking |
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.
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.