Best Practices Mastermind Virtual Roundtable
“The Brander”


"The Brander"

At the 2018 Exit Planning Summit, EPI introduced a new experience element called the EPI Power Sessions, mirroring the concepts that make TED Talks so powerful. Seven experts took the stage and delivered 15 minute speeches on the theme “7 Advisor Behavioral Pitfalls and How to Overcome Them.”

This year the Mastermind Series will explore each persona, The Collaborator, The Marketer, The Inquisitor, The Brander and The Strategist. 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.


About the Presenter:

Hear from industry expert, Justin Goodbread, “The Brander.”


About the EPI Best Practices Mastermind Virtual Roundtable:

The EPI Best Practices Mastermind Virtual Roundtable 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 monthly discussion is hosted on the GoToWebinar platform.  It is not a lecture presentation; it is a discussion forum among peers. Experience the power of your CEPA community.


You can help owners create strategies that will reduce risk, build value, and harvest wealth. Your credential is listed on your business card and you are ready for the floodgates to open…now what? As much as we’d like to simply learn new skills and have a line of clients waiting to pay us for our expertise, it is unlikely that demand will build itself. Exit planning is personal, transformational, and unique. And it will take new business development skills and effort to fill your sales funnel and put your practice in a position of abundance versus scarcity. We can help. Visit for advanced workshops for advisors.

About the Presenter

Justin Goodbread, CFP®, CEPA

Justin Goodbread, CFP®, CEPA

Financially Simple I Heritage Investors

Connect with Justin

About Justin Goodbread: I own Heritage Investors, a wealth management company located in Knoxville, TN. After several years of working in a large wealth management firm, my business partner and I ventured out on our own in 2009. We’ve had an incredible journey, even being published in several national magazines. Our boutique, planning firm snagged a full-page article in a feature by Forbes magazine.

As a CFP® and CEPA, I spend most of my time working with business owners. Not only am I a business owner, but I’ve also owned and operated several businesses since the age of 15. Over the past 20+ years, I started and sold three companies for a profit. I also purchased companies with many successes and many failures. It has been a remarkable journey.

That’s why I love working with business owners. I know what it’s like to have employees depending on you to process payroll. Owning a business is about monitoring increasing competition, market volatility, legal changes, and other ‘business’ setbacks. With 20 years of experience, there probably isn’t a business activity in which I haven’t experienced or at the very least had a client who experienced it.

Connect with the Presenter: Website: | Email: | Phone: (865) 690-1155