HOW TO SELL EXIT PLANNING SERVICES

How to Sell Exit Planning Services Workshop


The How to Sell Exit Planning Services Workshop is an interactive deep-dive workshop that arms professional advisors with clear techniques and strategic implementations to improve their marketing and sales performance. Attendees will learn methods to effectively engage business owners, strategically position their practice in the market, utilize marketing techniques, and execute proven sales strategies.

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Helping Advisors Fill the Funnel


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.

During the ‘How to Sell’ one-day course, Scott Snider, EPI Vice President and accomplished growth specialist, and K. Brooke Norman, EPI Marketing VP and marketing strategist, give you actionable strategies and tactics (and a turnkey marketing kit) that can be tied to revenue metrics so that you can hit the ground running when you get back to the office.

Meet The Expert Faculty

Whether you sell exit planning services or not, you will find tremendous practical value in this workshop. Attendees will learn long-term owner engagement strategies, proven marketing strategies for brand differentiation, intergenerational messaging tactics, and implementation planning models. Register now.


Hit the ground running with Marketing Launch Toolkit

What's Included?

Preparing for the Course


Interested in learning long-term owner engagement strategies, proven marketing strategies for brand differentiation, intergenerational messaging tactics, and implementation planning models? Are you a professional advisor who works with business owners or a marketing and/or business development person responsible for winning new professional services clients? You’ve come to the right place.

‘How to Sell’ Curriculum

The course addresses your specific needs and areas of interest, broken down into three major modules: Module 1: Creating a Plan for Launching Your Practice; Module 2: Creating Your Results-Driven Marketing Strategy; Module 3: Adopting a Successful Selling Process.

No marketing experience is required. In fact, this course is designed for professional advisors looking to elevate their marketing and growth strategy.

Logistics & Preparation

Every EPI program offers breakfast and lunch each day for all attendees. Additionally, our team has coordinated with facilities and venues to provide discounted room block options and to ensure that your experience is best-in-class.

For a recommended reading list, scroll to the bottom of the page.

Contact Drew English for additional details and any attendee resources available.

Contact EPI

Program Fees

The How to Sell Exit Planning Program Fee is $700 (local discounts available), which includes:

  • Digital Program Manual
  • Repurposeable worksheets, generational case study, and handouts
  • Turnkey Integrated Marketing Tools (including personal email language, HTMLs, owner readiness whitepaper, 4 social post samples with images, cash flow modeling worksheet, and meeting proposal template)
  • 3 copies of Walking to Destiny (for gifting marketing campaign)
  • Breakfast, lunch, and service breaks
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