- “Best Practices to Build Warm, Trusted Relationships and Win Clients” presented by Marla DiCarlo
- “CEPA S.M.A.R.T. Marketing Group” presented by K. Brooke Norman
- “CEPA Success Stories: Owner Engagement” presented by Josh Koza
Read more about each session below and watch some of the best content in the industry!
Are Your Leads Being Nurtured at an Effective Rate?
Learn how to build systems
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Upcoming Broadcast: Wednesday, May 3 | Best Practices to Build Warm, Trusted Relationships and Win Clients | presented by Marla DiCarlo
Do You Want a Revenue-Producing Marketing Strategy?
Connect with marketing experts to apply new concepts to your marketing mix.
Upcoming Broadcast: Friday, May 3 | CEPA S.M.A.R.T. Marketing Group | Presented by K. Brooke Norman
Marketing is not an expense of your business. It is your literal investment in the growth of your firm. And here at EPI, we believe that your marketing should produce a satisfying return on that investment. We know that when it comes to creating marketing programs to attract new leads, nurture referral sources, shorten sales cycles, and win better clients, it all comes down to measuring your efforts and generating revenue. We are here to help.
Each month, you will tune in for a 20-minute power presentation on a useful niche topic, followed by a 30-minute roundtable discussion about how to apply the newly-learned concepts into your marketing mix. The final ten minutes are always the same: Defining your monthly S.M.A.R.T. goal. This means, each month you will come away with new marketing knowledge, tips and insights on best practices, and a clear implementation plan that is specific, measurable, attainable, realistic, and timebound.
Do You Know Utilize Your EPI Tools?
Connect with Josh Koza and learn how CEPAs are impacting their local markets.
[smallUpcoming Broadcast: Thursday, May 9 | CEPA Success Stories: Owner Engagement | Presented by Josh Koza[/small]
About Exit Planning Institute:
The Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners. We view exit planning as a strategy, not an event.
EPI leads the professional services profession with the best industry content, ongoing support, and owner education platform, all of which align with our mission: Change the outcome.
Only 2 out of every 10 businesses that come to market actually sell. We want to increase the number of saleable businesses.
Only 30% of family businesses successfully transition to the second generation, only 12% transfer to the third, and the success rates diminish from there. We want to improve those intergenerational transitions.
Of those that succeed in the sale of their business, 75% experience “profound regret” within one year of exiting their business. We want to understand why and create strategies that achieve profound success, wealth, and satisfaction.
EPI is an education company, powered by an elite community of top advisors and owners, all focused toward creating a valuable, transferable future for the business marketplace.
- Change your outcome. Learn more at www.Exit-Planning-Institute.org.
- Educate business owners. Learn more at www.OwnerReadiness.com.
- Become the Advisor of the Future. Learn more at www.EarnCEPA.com.