Clients are no longer limited by location when selecting someone to assist with their every financial need. We spoke with the CEO and Founder of Wealthtender, Brian Thorp, about the digital future for financial advisors and the benefits of utilizing Wealthtender.… read more
While we are awaiting feedback from all the attendees, we received the following testimonials from some of our CEPAs, advisors, and speakers. … read more
Our newest Marketing Coordinator, Colleen Kowalski, shares her experience with an unplanned exit and how it relates to Exit Planning. I began 2020 with a list of resolutions for the coming year. I planned to limit the amount of time I spent watching Netflix, take my dog on more long walks, eat healthier, and maybe,… read more
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… read more
EPI is proud to provide hundreds of webinars on technical, business development, and applicable topics each year to thousands of advisors across the globe. In the upcoming webinars, we’ve got experts who specialize in Entrepreneurial Operating System (EOS), growth, and strategy. Make plans to join this month's broadcasts.… read more
EPI is proud to provide hundreds of webinars on technical, business development, and applicable topics each year to thousands of advisors across the globe. In the upcoming webinars, we’ve got experts who specialize in Entrepreneurial Operating System (EOS), growth, and strategy. Make plans to join this month's broadcasts.… read more
In a marketplace where everyone is at the top of their game, it is important to give yourself an edge. In order to continuously progress and develop skills that set you apart, you must stay educated and practice lifelong learning. Experts with a voracious appetite for success, Warren Buffett, Mark Cuban, and Bill Gates, all… read more
This Summer has been packed with new content, engaging broadcasts, and accomplishments by many in the advisor community. We know Summer is hectic for us all, so below is a curated list of the content you may have missed. In case you missed it! The Exit Planning Institute made a few announcements. Stay in the… read more
This year the Exit Planning Summit will, once again, feature interactive case study breakout sessions. These sessions will take a deeper dive into the eBook, Fishing for Value: A Short Story on Succession Planning, Business Growth and Exit. Including new insights into Barrows Ltd financial, business, and personal pre-exit action plans. You can prep for… read more
Exit planning is not one size fits all, it requires the right team. While you are the expert in your space, this is your chance to hear from those across the industry. There are 4 live broadcasts left in the Ask the Expert webinar series, and 7 recordings. Whether or not you’re coming to the… read more
Exit planning is not one size fits all, it requires the right team. While you are the expert in your space, this is your chance to hear from those across the industry. There are six more broadcasts left in the Ask the Expert webinar series. Whether or not you’re coming to the 2019 Summit, don’t… read more
The Exit Planning Institute is launching the Best Practices Mastermind webinar series this month. This series will explore the five personas of the 2018 Power Sessions: The Collaborator The Marketer The Inquisitor The Brander The Strategist Leveraging the wisdom of the TED-style speech and the knowledge that short, compelling talks that challenge the status quo… read more
