Attend the Upcoming Broadcasts


Business Development Webinar Roundup

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

2020 EPI State of the Institute Address

In this broadcast, Scott Snider will review the accomplishments of 2019 on a local, national, and industry-wide level. He will then look ahead to the future, providing attendees a first-look at the advancements, programs, new benefits, and schedule EPI has implemented for 2020.… read more

Top Reading List to Improve Your Marketing

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

End of Summer Roundup

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

Announcement: 2019 Excellence in Exit Planning Award Nominees

The 2019 Excellence in Exit Planning Awards are sponsored by UBS Financial Services, Inc. The exit planning profession poses unique challenges and opportunities. The advisors leading this industry tend to be more entrepreneurial, display high leadership, and are instrumental in driving best practices for their peers and for business owners themselves. Exit planning advisors are… read more

A New Way to Think About the Owner

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

11 Broadcasts to Inspire You For the Upcoming Exit Planning Summit

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

Planning Options

Wednesday, August 21, 2019  |  2:00-3:00 PM EST  |  Register Now In this upcoming broadcast hear from a panel of experts, including CEPA, Chris Vanderzyden, discussing winning strategies to exit on your terms. It’s difficult to imagine a day when you are not an integral part of your business, but every business owner will exit… read more

Experts Teaching Experts

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

Best Practices Mastermind Webinar Series

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

Owner Case Study Virtual Deep Dive Series

The Exit Planning Institute is launching the Advanced Deep Dive webinar series this month. This year the series focuses on the multiple aspects of exit planning as it directly relates and applies to Chuck Burrows and his company Burrows Ltd. in the owner eBook, Fishing for Value: A Short Story on Succession Planning, Business Growth… read more