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.
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