Business Development Webinars to Grow Your Practice

Presented by industry experts who specialize in market differentiation, growth, and strategy.

Attend the Upcoming Broadcasts on Strategies for Client Growth


The Exit Planning Institute believes in constant professional development. You can always continue to learn and grow. We strive to bring you consistent, thought-provoking, and topical broadcasts, to help you, your business, and your clients. EPI is proud to provide hundreds of webinars on technical, business development, and applicable topics each year to thousands of advisors across the globe.

In May, we’ve got experts who specialize in market differentiation, growth, and strategy. Make plans to join this month’s broadcasts:

  • “Best Practices to Build Warm, Trusted Relationships and Win Clients” presented by Marla DiCarlo
  • “CEPA S.M.A.R.T. Marketing Group” presented by K. Brooke Norman
  • “CEPA Success Stories: Owner Engagement” presented by Josh Koza

Read more about each session below and watch some of the best content in the industry!

Are Your Leads Being Nurtured at an Effective Rate?

Learn how to build systems to respond and nurture leads at the same speed as they’re generated.

Upcoming Broadcast: Wednesday, May 3  Best Practices to Build Warm, Trusted Relationships and Win Clients  |  presented by Marla DiCarlo

Consultative selling is a different animal altogether, especially when speed is paramount amidst a sea of competition. The advent of advanced digital algorithms and sophisticated communications channels have made lead nurturing a highly automated and repeatable process. Selling exit planning services requires trust and honesty, dependability and reliability, which is difficult at best when owner’s attention spans are limited and time is of the essence.

In order to have an open and honest dialogue to guide the owner, trust and care must be fostered consistently and immediately, in every communication, both written and verbal. It is the fabric that nurtures leads, from warm prospect to long-time client to raving fan.

So how do you do this?

Learning Objectives:

  • Peeling the onion. Building a relationship one step at a time with consistent, repeatable frameworks.
  • Show them you care. How to build strong, trusted relationships early in the lead development process, which creates an open and honest environment.
  • Setting the right tone early. You’ll learn how to set realistic valuation expectations based on the market NOW and the right timing of the sale to level-set expectations early.

Do You Want a Revenue-Producing Marketing Strategy?

Connect with marketing experts to apply new concepts to your marketing mix.

Upcoming Broadcast: Friday, May 3  CEPA S.M.A.R.T. Marketing Group  |  Presented by K. Brooke Norman

Marketing is not an expense of your business. It is your literal investment in the growth of your firm. And here at EPI, we believe that your marketing should produce a satisfying return on that investment. We know that when it comes to creating marketing programs to attract new leads, nurture referral sources, shorten sales cycles, and win better clients, it all comes down to measuring your efforts and generating revenue. We are here to help.

Each month, you will tune in for a 20-minute power presentation on a useful niche topic, followed by a 30-minute roundtable discussion about how to apply the newly-learned concepts into your marketing mix. The final ten minutes are always the same: Defining your monthly S.M.A.R.T. goal. This means, each month you will come away with new marketing knowledge, tips and insights on best practices, and a clear implementation plan that is specific, measurable, attainable, realistic, and timebound.

Do You Know Utilize Your EPI Tools?

Connect with Josh Koza and learn how CEPAs are impacting their local markets.

[smallUpcoming Broadcast: Thursday, May 9  CEPA Success Stories: Owner Engagement |  Presented by Josh Koza[/small]

CEPAs and their influential networks are changing the way owners think and creating measurable impact in their local markets.  As exit planning emphasis rises and becomes top of mind for owners and advisors alike, what can you learn from those in the field that are using CEPA to (1) distinguish their firm in an over-saturated, competitive market, (2) improve the way they interact and engage owners in their specialty, and (3) showcase their thought leadership, gain visibility, and grow impact.

Armed with the best industry content, ongoing practice support, and a platform to connect with educated owners, Certified Exit Planning Advisors (CEPA) have swiftly emerged as tone-setters, industry leaders, and go-to advisors.  CEPAs are leading the industry, and in this session, Joshua Koza, EPI Client Experience Manager, will share their success stories so you can find inspiration, tactics, and insights that will improve your business development efforts in measurable ways.

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.