LEVERAGING YOUR CEPA CREDENTIAL: INNOVATIONS FOR RAPID REVENUE ACCELERATION
The Certified Exit Planning Advisor (CEPA) credential is more than just a professional achievement; it's a catalyst for rapid revenue acceleration. But how can you fully leverage it? The answer lies in strategic positioning and differentiation in the marketplace. In this insightful session with Susan Danzig, an EPI Educational Partner, we delve into the nuances of monetizing your CEPA credential. We'll explore how to attract your ideal prospects, convert them into loyal clients, and integrate the CEPA credential into your existing business model seamlessly. This discussion will unveil the proven strategies employed by top-performing professionals to distinguish themselves and skyrocket their business growth. Whether you're newly credentialed or a seasoned CEPA, this session will empower you with innovative, practical techniques for rapid revenue acceleration, placing you at the forefront of the competitive financial advisory landscape. Uncover the power of your CEPA and turn it into a game-changing asset.
Learning Objectives:
- How to leverage your CEPA Credential to attract and engage ideal clients
- How to refine your brand to increase prospect to client conversions
- Six proven strategies for attracting a consistent stream of qualified leads
- The essential pieces of a 90-Day marketing roadmap to grow your business
About the Presenters:
Hear from industry expert, Susan Danzig.
Event Location
Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
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Business Owners & Their Trusted Advisors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
Susan Danzig offers world-class Business Development Coaching for financial professionals. She has 20+ years of experience working with over 1500 clients. As a former National Board Member and East Bay Chapter President for the Financial Planning Association, and trainer for companies such as MetLife, MassMutual, NAIFA, Prudential, NerdWallet, and WIFS; Susan combines her expertise with her passion to empower professionals to attract their ideal clients and grow their bottom-line profits.
Learn more about Susan here!