What are your next steps post-CEPA program? How do I launch my practice? How do I engage business owners? It isn’t enough to hold a credential. You must know how to position yourself in the marketplace for business development, practice management, and client delivery success.
Exit Planning Institute now offers a variety of advanced courses through our EPI Academy platform.
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.”
Practice Launch Lite
Practice Launch Lite helps exit planning advisors create action plans to implement exit planning services into an existing or standalone firm. Join Scott Snider, President of the Exit Planning Institute, as he shows advisors how to navigate and use the CEPA Platform offered by EPI, ideas on how to create awareness and drive new business, and how the value of being a part of EPI can generate new business for you when properly utilized.
This three-module, on-demand, interactive course enables advisors to construct a thriving and profitable exit planning practice.
Module One: Changing The Conversation
Define the formula to connect with owners and trigger action by addressing the key conversation starters and delivery tools.
Module Two: Identifying Ideal Customers
Develop and engage your target audience by recognizing how to fill your funnel with your ideal client.
Module Three: Delivering Client Work
Prepare your go-to-market strategy and manage engagements to grow your practice.
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