Best Practices Mastermind Virtual Roundtable
“The Marketer”


"The Marketer"

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, Brooke Norman, “The Marketer.”


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

K. Brooke Norman

K. Brooke Norman

Vice President, Marketing, Exit Planning Institute

Connect with Brooke

Kimberly “Brooke” Norman is the Vice President of Marketing for the Exit Planning Institute (EPI). Norman is responsible for improving the brand awareness and business development opportunities through online and offline methods of engagement. She is laser-focused on enhancing the CEPA brand, contributing results-driven marketing content & education, and increasing the opportunity for those advisors to be showcased as industry leaders throughout the market.

Ms. Norman is a top-rated speaker, writer, coach, and educator. She leads many marketing workshops at universities nationwide, to equip owners and advisors to develop marketing strategies that produce real results. Norman operates on the unwavering principle that marketing must be judged on one major indicator: top-line revenue growth. Marketing is an investment and Brooke knows how to teach advisors how to return their investment and grow their practice.