How to Commercialize Your CEPA Course and Credentials: Case Studies, Practical Tools and Templates

THE EXIT PLANNING ADVISOR PLAYBOOK WEBINAR SERIES

How to Commercialize Your CEPA Course and Credentials: Case Studies, Practical Tools and Templates


This is a practical webinar complete with case studies, success stories and practical ways that Advisors in the CEPA and MAUS network have built a successful advisory and exit planning package.

Michael and Larry will provide you with sample programs and initiatives that has been deployed by other advisors on how to successfully build and generate leads or convert clients. One of the biggest issues that any CEPA has is how to impress potential clients. The session will include the review of an exit planning discovery session, seminar and workshop lead generators and how to visually show the value gap and focus on the ROI of an engagement.

Michael and Larry will also demonstrate different engagement styles depending on whether you are an accountant, M&A, strategic advisor or a wealth planner.

Learning Objectives:

  • An understanding of how to win new clients
  • An understanding and a grasp of some practical strategies that attendees can implement to fast-track their practice
  • An understanding of how technology can be used to build an exit planning practice

 

 

About The Exit Planning Advisor Playbook Series:

The EPI Exit Planning Advisor Playbook Webinar Series is a FREE web-based continuing education presentation for EPI members and the general public.

How are financial advisors, accountants, consultants, attorneys, and M&A advisors implementing what they learned through EPI inside of their practices and with their owners? This webinar series is for professional advisors who are looking to build out a significant practice by incorporating exit planning concepts and processes into their marketing and services. Advisors also want to drive best practices and have better conversations with business owners. This series will feature experts in practice development, practice management, marketing and branding, delivery of exit planning services, tools and resources, and strategic planning. Accompanying speakers will be advisors just like you, sharing their stories. Register today and enhance your exit planning knowledge every month with EPI!

 

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Exit planning is one of the fasting growing industries in the financial/professional services industry and EPI is committed to bringing you the best industry content, right at your fingertips! We are proud to offer hundreds of free webinars each year to keep you current on technical, business development, and special interest topics: designed to help you sharpen your skills and advance your career.

About the Presenters


Michael Balstad, CEPA, BSP, Valuemax Certified Advisor
Larry Weiss, CEPA, CPA, Valuemax Certified Advisor

Larry Weiss, CEPA, CPA, Valuemax Certified Advisor

Founder & President,
Weiss Advisors LLC

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