If you've been looking to accelerate your revenue, the CEPA credential can drive more clients to you. The key to monetizing your investment in your CEPA credential lies in strategically positioning yourself to stand out to ideal prospects and turn them into ideal clients. The challenge is… you may be short on time or lack clarity on how to integrate your CEPA credential into your existing business. In this training with EPI Educational Partner, Susan Danzig, you will discover the proven system top-performing professionals use to differentiate themselves and grow their businesses.
Imagine having a system to help you:
- Strengthen your business brand so you are seen as the go-to-expert;
- Create a clear, step-by-step marketing plan for accelerating your business growth in this digital age;
- Craft marketing messages and value-added content that you can use to have a more powerful presence online;
- Create a steady flow of potential clients that fit your ideal client profile and are looking for expert guidance;
- Identify specific, daily actions you can take to attract your ideal clients and grow your revenue; and
- Build your confidence to powerfully communicate how you help others achieve their goals.
Learning Objectives:
- How to monetize your CEPA Credential and exit planning expertise to attract and engage ideal clients.
- Seven essential steps to create a turn-key system for attracting a steady stream of qualified leads.
- How to refine your brand to increase prospect to client conversions.
- The key pieces of a 90-Day marketing roadmap to grow your business.
Thank you to our Sponsors
Event Details
Who Should Attend?
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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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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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Professional 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!
