Best Practices Mastermind Webinar Series

COLLABORATIVE PEER DISCUSSION

Dive Deeper Into Advisor Behavior Pitfalls and How to Overcome Them


The Exit Planning Institute is launching the Best Practices Mastermind webinar series this month. This series will explore the five personas of the 2018 Power Sessions:

Leveraging the wisdom of the TED-style speech and the knowledge that short, compelling talks that challenge the status quo can change the world. EPI is pleased to bring these presentations virtual, and introduce you to the experts who will regale you with the knowledge, strategies, hard truths, and powerful facts to reinvent your approach and drive even better outcomes.

The theme of the 2018 session was, “7 Advisor Behavioral Pitfalls and How to Overcome Them” and this series will take these presentations virtual. Tune is to receive a deeper dive into these topics to ensure that you are the best advisor you can be.

The EPI Best Practices Mastermind webinar series is a collaborative peer discussion centered around a different key topic each month.  This session brings together CEPAs across the country to listen and discuss.  It is a great opportunity to get answers to your questions, brainstorm new solutions to common and unique problems, share methods that have worked well for you, and learn ways to get past roadblocks.  This session is held monthly and is another way to meet CEPAs that complement your practice needs and to build your expert network.

This series is exclusive to EPI Members. Register now. If you are not an EPI member, email Josh Koza to upgrade your membership today.

About Exit Planning Institute:

The Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners.  We view exit planning as a strategy, not an event.

EPI leads the professional services profession with the best industry content, ongoing support, and owner education platform, all of which align with our mission: Change the outcome.

Only 2 out of every 10 businesses that come to market actually sell.  We want to increase the number of saleable businesses.

Only 30% of family businesses successfully transition to the second generation, only 12% transfer to the third, and the success rates diminish from there.  We want to improve those intergenerational transitions.

Of those that succeed in the sale of their business, 75% experience “profound regret” within one year of exiting their business.  We want to understand why and create strategies that achieve profound success, wealth, and satisfaction.

EPI is an education company, powered by an elite community of top advisors and owners, all focused toward creating a valuable, transferable future for the business marketplace.