In this episode of "Why We Plan," we hear from Craig Rubrecht, CEO of Cornerstone Wealth Group, who shares his experience with adding Exit Planning to his wealth management practice. Craig discusses the reasons behind his firm's decision to add Exit Planning, the impact it has had on the firm, and the benefits of working with BEI, a training and software organization that supports advisors throughout the country. He talks about the role of Exit Planning in helping business owners exit their business on their terms, and how the knowledge and resources provided by BEI have been crucial in helping his firm offer a full suite of services to business owners.
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