The ExitMap® Preview
A Quick Look Inside the ExitMap® Client Management System
In this ExitMap preview video, we highlight the ExitMap® Client Management System and the process of assigning ExitMap® codes to ensure that you are notified and that YOUR contact information is included on the ExitMap® reports when your clients complete the Assessment Questionnaire©. It also provides a “Sneak Peek” into the six-part Initial Affiliate Training course which you will have access to after becoming an ExitMap® Affiliate.
A comprehensive exit plan requires the cooperation of financial, tax and legal professionals, but the single most important role is as defender of the owner’s objectives. You owe it to your business-owner clients to help them understand that a few years of advanced planning can radically change their lifestyles in retirement. The ExitMap® helps start that critical first conversation.
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
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
exit planning blog Awake at 2 o’Clock?, the “Beating the Boomer Bust” eBook, relevant exit planning articles and notification of training and updates.