Three Ideas to Jumpstart Your 2019 Strategic Planning and Growth Mindset

Quarter four tends to be a very exciting, pressure-filled time for entrepreneurial advisors. You are pushing to hit and exceed goals while juggling personal commitments and client schedules (…and celebrations that feel like they fill up every remaining free moment). On top of that, whether intentionally or not, you drift into a higher state of… read more

Applying the Formula for Luck

Learn how other CEPAs, including our President & CEO Chris Snider, position their practices for increased lead capture, new client onboarding, and client delivery efficiency. Scott Snider stated in his recent article, “As the need for exit planning becomes more prevalent to business owners, the need for high caliber advisors rises as well. Over the past… read more

Advisors Evolving into Owner Educators: New Content added to OwnerRoundtable Library

Last week, EPI officially released the second installment of assets and content to those members a part of the Owner Engagement Membership (OEM). These new additions include content and training for the following: Reunion Roundtable Session Maximizing Business Value Panel Session Exit Options Panel Session This OwnerRoundtable Series™ content is designed to complement your current program,… read more

Three Educational Webinars to Grow Your Practice

  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… read more