One of the core pillars of the Exit Planning Institute, and the Snider Premier Growth family of companies, is the ‘Power of Feedback.’ EPI can’t ‘change the outcome’ all by ourselves. We rely on the success and feedback from CEPAs around the world to help us to understand and address the needs, pain points, and growth strategies for the exit planning community.

The CEPAs have spoken. The results of the 2018 Annual EPI Client Engagement Survey are in. In this session, Joshua Koza, EPI Client Experience Manager, will share key takeaways and share a high-level overview of plans for 2019.

Are you a Certified Exit Planning Advisor?

The Member Survey is currently underway! The feedback and insights you share in this confidential survey will guide our leaders to make important adjustments, new innovations, and reinforce core benefits that you need and value. The survey takes approximately 15 minutes to complete and all individual responses are confidential.

Take the Survey

 

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.