Prospecting Best Practices For 2022


Prospecting Best Practices For 2022

For our first meeting of the year we will be hosting a peer share. This will be a hybrid virtual/in-person event. We will leave 15-20 minutes at the end for networking, whether in-person or via virtual breakout rooms on Zoom.


Learning Objectives:

This will be a peer share where attendees will share:

  • What worked and what didn’t from 2021.
  • What you are doing to build your pipeline for next year.
  • Best practices for prospecting.
  • What you are changing from last year.


Thank you to our Sponsors!

This meeting will be held In-Person and Virtually on Zoom.


About EPI Local Chapters

EPI Chapters bring together a local community of professional advisors to collaborate, address unique needs and topics, develop best practices, build awareness, experience valuable professional continuing education, and build their COI network with like-minded individuals within the exit planning industry and related professions. Whether you are a CEPA member of EPI or not, all are welcome to attend.  Join the next local chapter meeting or event in your area.

To learn more about upcoming events, visit


The EPI New Jersey Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting