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.
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.
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.
Immediately useful
Really insightful and something I was able to go back and implement right away.
- Martha Sullivan, CPA, CVA/ABV, CM&AA, CEPA, Partner at Honkamp Krueger & Co., P.C.
“Best Day of the Week”
The best day of the week! I liked the “funnel effect” of the course. It started broad and brought it down to the actual steps needed. It focused on the actual vision and how marketing can drive sales: the why, the who, the what, and [most importantly] the results.
- Justin Goodbread, CFP®, CEPA, Founder of Heritage Investors, Contributor to Forbes Finance Council, and Author of Financially Simple
Day Five should be mandatory.
The last five days were the most informative time spent in my educational and career history. The last 30 minutes [during How to Sell Exit Planning Services Workshop] made it all come together – the lightbulb went on at 4:10 Friday afternoon.
- Brien S. Pidgeon MBA, CEPA, Retired Private Consultant
“Excellent and hit at my point of need”
The presentation was excellent and hit at my point of need. Understanding that an integrated marketing plan needs to be developed involving all of the facets to be effective and successful over the long term. Setting expectations as to the ROI is important. The example you showed of how a simple thought out plan sketched on one piece of paper can have major impact. The key of course is execution. Your demonstration of how you do a campaign including hitting prospects multiple times through your marketing system was extremely impressive to me.
- James L. Bartlett, Partner, Certified Business Transition Expert™, CEPA, CM&AA, B2B CFO®
“Handbook to marketing success”
Marketing has never been our sweet spot. Your approach gives us the current snapshot of the generations in the workforce, how to listen and approach each while delivering the appropriate strategies that suite our market and our personalities. To say there are one or two elements in your discussion that have “it” would be to undersell it. Your entire presentation is a handbook to marketing success, all one has to do is commit to specifics and work it.
- Dave McCann, CPA, CEPA, Managing Director, Ulster, Inc.
“The training has proven to be absolutely true”
The training has proven to be absolutely true in that we have to work in a collaborative manner with other advisors. I have taken this to heart and have done numerous joint marketing efforts with life insurance agents, financial advisors, bankers, CPAs and the like since we are all going after the same ideal type of client. The opportunities are incredible. and I am so grateful for both the CEPA training and your great marketing training that pulled it all together.
- Howard Neiswender, CEPA, Attorney at Law, Sirote & Permutt, PC
“Marketing for Non-Marketing Professionals”
One way to think of your presentation is "Marketing for Non-Marketing Professionals." Which gives me the idea, can you create a content piece like "10 questions to ask your marketing team"? The point being if they can't give you the answers (which you provide), then they're not a fit. You drove home that the whole point is to make a sale. One complaint I've had, and heard from other folks like myself, is they spend money on marketing, but there are no results to show for it. [The workshop] provides that in its presentation.
- Kyle Danner, CEPA, Family Business Advisor
