Q&A: Marketing Tips for Professional Advisors


Q&A: Marketing Tips for Professional Advisors

Are you utilizing all the benefits that are included with your membership through the Exit Planning Institute? Are you learning from what other CEPAs® are doing?  Are you connected to the network? Join this live broadcast series, led by Vice President of Marketing, Brooke Norman, as she provides tips, techniques and coaching to ensure you’re getting the most value in the following areas: (1) Marketing, (2) Continuing Education & Research, (3) Advisor Tools, and (4) Support/Networks.

As a company committed to bringing you the best industry content, ongoing practice support, and owner education opportunities, don’t miss this chance to connect with Brooke Norman live and keep the updates, pose your questions, and be in the know during 2019!

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About Monthly Member Access Series:

Exit Planning Institute is the authority in exit planning and value acceleration and Certified Exit Planning Advisors are leading the industry and changing outcomes. The Monthly Member Access series is your opportunity each month to connect with the EPI Global pulse.


 The Certified Exit Planning Advisor is the most regarded exit planning credential in the marketplace today, endorsed and accepted by more than 20 major organizations. The CEPA 5-day credentialing program is offered five times a year in locations across the country. Advisors who earn the CEPA designation have the ability to holistically serve business owners’ needs regardless of the timing of their exit.  CEPAs lead teams, enable educated decisions and create positive change for their clients. They transform into the Advisor of the Future. Reinvent yourself with exit planning.

About the Presenter

Brooke Norman

Brooke Norman

EPI Vice President of Marketing

Meet Brooke Norman, EPI Vice President of Marketing for Exit Planning Institute and Snider Premier Growth companies plus a frequent speaker at industry events. For the past 10 years, Brooke has developed and led new growth strategies for middle market businesses in a variety of competitive industries, achieving accolades for outstanding achievement while creating top-line business results.

Ms. Norman is a top-rated speaker, writer, and educator. She leads many marketing workshops at the University of Chicago Booth School of Business and other universities nationwide, to equip owners and advisors to develop marketing strategies that produce real results. Norman is one of the few marketing professionals in the industry to measure her success on one major indicator: revenue.