The Certified Exit Planning Advisor has access to hundreds of pieces of content, assessments and tools inside of their EPI Member Portal. Whether you are a CEPA or not, utilizing intriguing and empowering content will allow you to gain access to more business owners and educate them along the way. The end goal, for the business owners to be empowered and begin to take action! In this webinar learn about some of the most critical and successful pieces of content in the EPI Member Portal and how to deploy them.
- Understand what intriguing and empowering behavior is
- Understand the tactics and techniques to deploy exit planning content
- Understand which pieces of content work with business owners the best
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!