Marketing for the Professional Advisor

EPI Academy Course

Course Overview

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.

The Marketing for the Professional Advisor Masterclass is here to solve that issue. During the course, instructor Kiley Peters, an award-winning serial entrepreneur and marketing consultant, gives professional advisors instantly actionable strategies and tactics (and a turnkey marketing playbook) that can be tied to revenue metrics for you to hit the ground running immediately.

This five-part, on-demand, interactive masterclass arms you with clear techniques and strategic implementations to improve marketing and sales performance.

Course Curriculum:

MODULE ONE: Know Your Audience

  • Developing and engaging your target audience
  • Filling your sales funnel with business owners

MODULE TWO: Build Your Brand

  • Leveraging your differentiators and separating yourself in the marketplace
  • Building an integrated marketing content strategy

MODULE THREE: Create Valuable Content

  • Creating and amplifying valuable content that builds your business
  • Producing set-it-and-forget-it lead driving messaging

MODULE FOUR: Develop New Business

  • Using proven sales techniques to reach owners & win engagements
  • Nurturing referral sources to shorten sales cycles

MODULE FIVE: Quick Wins & Resources

  • Performance enhancing resources and insightful strategic tools
  • Implementing an immediate revenue producing strategy for faster ROI


Want help keeping your marketing initiatives on track? Download the Marketing for the Professional Advisor Checklist


Kiley Peters, CEPA

Kiley Peters, CEPA

Founder, Executive Coach & Consultant at RAYNE IX
Founder & CEO at Brainchild Studios

Contact Kiley

About the Instructor

Kiley Peters is the Founder and CEO of the international award-winning Brainchild Studios, the thought leadership marketing partner for visionaries with big dreams and lean teams. She founded RAYNE IX, an executive coaching and consulting company for service-based small business owners and exit planning advisors. She also created the Work From Home Playbook, a series of online courses guiding aspiring entrepreneurs through the steps of starting a virtual business.

As a serial entrepreneur and national speaker, with over a decade of industry experience, she has worked on digital marketing strategies for over 100 brands ranging from small businesses to global enterprises. Her primary areas of expertise include small business consultation, digital content strategy, and consumer behavior research and analysis.

She is a Faculty Member at Exit Planning Institute (EPI), an Adjunct Professor at Marquette University, a Certified Exit Planning Advisor (CEPA) and holds dual Bachelor of Arts degrees from Marquette University and an MBA from the University of Illinois at Chicago.