Having the knowledge and the skills is the first step to a successful practice. But most advisors fall short when it comes to implementation. One of the most popular questions we receive from recent CEPA program attendees is “How do I implement this in my practice?”
What is EPI Academy?
EPI Academy is Exit Planning Institute’s new interactive online learning platform. The platform was designed to allow advisors to easily find the content and education they are looking for to enhance their practice and get the most return on their CEPA credentials. These include recommended learning and professional development plans. Scott Snider says EPI Academy is “continued professional development in a convenient way. It provides advisors with a platform to build and advance their own practice by completing courses at their own pace online.”
Implementing the 120-Day CEPA Playbook
Implementing the 120-Day CEPA Playbook is an expansion of the playbook you receive in your post-CEPA training. Together with Scott Snider, President of the Exit Planning Institute, you will lay the foundation for implementing the training, tools, and knowledge into your practice. Throughout this course, Scott will help you establish the rhythm of your practice and provide helpful hints and key insights from his own experience. You will learn how to build out exit planning practices, service lines, and marketing programs.
This three-lesson, on-demand, interactive masterclass equips you with the framework, tools, and knowledge to successfully implement your CEPA training and maximize your return on investment.
Module One: Building The Momentum
Learn how to change the conversation with owners and understand core tactics by establishing your rhythm and message positioning.
Module Two: Picking Your Path
Develop your business planning canvas and dissect accountability meetings. By aligning your exit planning practice and desired target audience you will develop a clear direction for your practice.
Module Three: Implementing the Skills
Learn how to execute and assess your strategy and advance your practice with exit planning concepts.
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