We are pleased to announce the newest addition to the EPI Partner Network: The Kelley Group (TKG), renowned as the leading coaching company for the financial services industry and has become the leading authority on COI Mastermind Groups and CEO’s in the professional services field.
While every person in an advisors’ network is significant to their business development, COIs are professionals who are well established in the community and understand the value of networking with other specialists from a variety of occupations, and with diverse expertise and experience. TKG has established a process that enables advisors to harness the relationships with COIs and turn them into profitable referral sources.
One of the major core values that CEPAs hold is collaboration and the importance of operating in teams. Effective team are not only critical to helping owners build value and execute a significant and fulfilling transition, but teams also promote referrals, acting as a key platform for business development amongst many advisors. Sarano Kelley adds “I see this as a big opportunity for CEPAs and advisors overall. Their practices operate at much less than full potential for this main reason: they do great things but in the wrong order.” Building great teams, especially after attending the CEPA program, is critical to the exit planning launch process internally at their firms.
Individual practitioners give their recommendations to COIs, but what these practitioners lack is the solid methodology, how to rapidly expand their network, or how to have equity in the referral process. Mr. Kelley has researched and tested his now proven approach to building a productive and profitable network of professionals and is eager to share this strategy with others. He has seen countless advisors struggle to do things in the right order when building their practice, which ultimately leads to them operating at much less than their full potential. His passion is coaching people who want to be at the top of their game and see the results that they are working towards.
Given Mr. Kelley’s passion and his teams significantly impactful process, EPI and TKG decided to partner together to offer CEPAs the opportunity to enter a coaching program that will increase their referral network an average of 500% and their actual referrals by nearly 800%. Through the program, each CEPA will be a part of a 14-person team in a highly interactive training session to help the CEPA reach influential COIs within their community. Attendees will be able to build proactive external marketing and the training will promote referrals directly to them.
Exit Planning Institute Vice President, Scott Snider, said “Sarano Kelley and his team are experts in this area and extremely inspirational and motivational. I am very excited to introduce our CEPA Community to him and his team.” Snider went on to add “having a strong center of influence and overall team is critical. In the CEPA credentialing program we focus on the creation of team but thereafter have always lacked a helpful and clear path to helping promote that collaboration and team building. Like many things, we just don’t hop right into it. Practice, coaching, guidance is needed. Through The Kelley Group, this platform can become a reality for CEPAs and get them to place they need to not only build a team but build a team that produces. Gives them a ROI together.”
TKG will soon be featured in Laurence Fishburne’s “Behind the Scenes” documentary which will broadcast on CNN, CNBC, and FOX Business and the Discovery Channel. “We always teach to our CEPAs that education is key. We need to begin to focus on becoming a thought leader and influencer. This will bring awareness to the importance of proper exit planning and value building” Snider remarked. The COI Mastermind Groups that EPI and the Kelley Group will build for CEPAs will become the new influencer marketing and undoubtedly build significant relationships that not only produce but educate and build awareness. Kelley concludes with “The Kelley Group is all about giving people a chance and a process. Its why we started the Kelley Group. With that chance and process we can develop great relationships and great teams.”
Join the Upcoming Broadcast:
On August 18, Sarano Kelley, CEO of The Kelley Group, Creator of Mastermind Group for Advisers an INCCEOProject, will present “Mastermind Groups: Partnering w COI’s Focused on CEOs and Exit Planning.” Gain an understanding for the step-by-step process for finding and connecting with influential COIs and a proven strategy for building profitable COI relationships.
Tuesday, August 18 at 1:00 P.M.
Please join us in welcoming Sarano Kelley and his team at The Kelley Group to the EPI Partner Network! You can reach out to him or his team with questions or queries by visiting www.thekelleygroup.net.
About the EPI Partner Network: EPI is a certifying education company committed to bringing you the best industry content, ongoing practice support, and a platform for owner education. To accomplish that promise, we pride ourselves on partnering with top brands, specialists, and providers to help you build your practice, supplement your services, and make your firm more competitive. Explore the full partner network by visiting our website now.
More than a credentialing company.
“This Methodology is Going to Supercharge My Practice!” -Justin Goodbread, CEPA, CFP®
Official ‘Exit Planning’ Definition: Exit planning combines the plan, concept, effort, and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of the business owner, his/her family, and the business itself are addressed by exit planning through creating value today.
Exit planning is not just a plan (or a keyed-in report to print out for an owner). It is a strategy rooted in execution that grows value while expanding options so that an owner can transition the business on his/her terms when they are ready. It aligns the business, personal, and financial needs of the owner. Good exit planning utilizes the Value Acceleration Methodology™ to move clients through discovery, prepare, and decide gates. Certified Exit Planning Advisors (CEPA) educate the owner on all of the exit options and enters an engagement with an exit-option-agnostic perspective as to truly serve the business owner’s diverse needs. CEPAs collaborate with a seasoned, multi-disciplinary team of professionals to support the success of the business owner and use each other’s specialties and expertise to the benefit of the project. [view the award-winning methodology]
“Why did I earn CEPA when I already had an exit planning designation? Simple, the network. The quality of the EPI advisor network is unmatched.” -Paul Meyer, CEPA, CBEC
Do you consider your COIs or your referral network as the #1 source for new business? Look no further for your next membership affiliation. Formed in 2005 to serve educational and resource needs of financial planners and wealth managers, CPA/accountants, attorneys, commercial lenders, M&A advisors and business brokers, management consultants and other business advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing education credits with twelve major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world. [find a CEPA in your area]
“As a CPA, nothing is more important than exit planning.” -Bill Kenedy, CPA/ABV, CFF, CEPA
Our founders paved the way for the organization we are today. In the past three years alone, EPI has grown by more than ten times. We support and enable thousands of professional advisors who are leading the way in their local marketplaces across the globe. We invite you to join the community and experience the EPI difference.
We are powered by a dedicated staff, industry experts, and market leaders, that are passionate about providing top professional advisors the best industry content, ongoing practice support, and owner education resources. From humble beginnings, EPI has grown to become the exit planning market leader while staying focused and true to our mission. We are an education company that certifies and supports more than 900 CEPAs (and counting) as well as thousands of advisors worldwide through national, regional, chapter, and virtual education. Explore our history and make plans to play a part in our future. [explore the EPI history timeline snapshot]
“You want to have the best credential in the industry. So my advice is that you have to go with Exit Planning Institute.” -Vincent Mastrovito, CEPA, CBEC
Do you want help in an increasingly commoditized or oversaturated marketplace? Do you want just another designation for your business card or do you want the credentialing education that helps you adapt and thrive in a rapidly changing industry? You’ve come to the right place.
The Exit Planning Institute creates an exit planning “ecosystem,” and due to the diverse nature of exit planning, EPI has fostered a hyper-engaged exit planning community. This community includes CEPAs, other collaborative advisors, strategic alliance partners, academicians, the media, and business owners from across the globe made up of 15 countries, 44 U.S. States and representing over a dozen different professional disciplines. To serve this elite and cross-functional community on one major platform, EPI produces the best content as it relates to exit planning, succession planning, and value acceleration, provides ongoing advisor support and practice development, and creates connectivity to transitioning business owners. [connect with us today]
Explore the unmatched professional development experience and gain your next competitive edge in 2019.
The Certified Exit Planning Advisor (CEPA) Program is the most widely endorsed and accepted exit planning designation in the marketplace today. Experience the EPI difference and determine if earning the CEPA designation is the next strategic move for you to reinvent yourself in a changing marketplace. Visit www.EarnCEPA.com today.