What if you could boost your professional and personal performance by 20-300% with a few changes to your approach an mindset?
Research shows that 9 out of 10 professionals are performing at 50-70% of their full potential. Most are operating at a fraction of what they are capable of.
In addition, many advisors and professionals feel the challenges of tight deadlines, demanding clients, and spending more time working than with family.
So how do you perform at your highest level, consistently and sustain it over a long period of time and have a healthy personal and family life at the same time?
There is a way!
For the past 25 years, Purdeep Sangha and his team have been researching "performance" in the realm of the corporate world and have partnered with over 17 academic and research organizations to solve this one question:
"How does a business professional perform at their highest potential at work and at home, and have a fulfilling life as well?"
Join us to find out how.
Learning Objectives:
- How to boost your performance by 20-300%.
- How to avoid burnout.
- How to structure effective work-life harmony.
Thank you to our Sponsors
Event Details
Who Should Attend?
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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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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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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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Business Consultants
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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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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
Purdeep is the World's Leader in Complete Strategic Advising, the Amazon international best-selling author of "The Complete Man" and TV show host of "Mind Your Own Business." He is also an international entrepreneur, speaker, and podcaster.
He is an internationally acclaimed business strategist and performance advisor to high-performing CEO's, executives, and entrepreneurs. He is also top rated men's leadership coach and teaches men how to become The Complete Man; a man who achieves ultimate performance, fulfillment and victory in every area of his life. He shows men how to live at their highest potential and be the best possible business leader, husband, father, and man they can be.
From the first moment he started managing employees at the age of 16, he was fascinated with business growth and leadership. Purdeep has spent his entire career solving complex problems and enhancing results for businesses and the lives of men. He has significantly increased the performance and bottom lines of businesses ranging from startups to seasoned corporations in countless industries. He is the "ideal" advisor for businessmen as he has a vast understanding of how work and life fit together to complete a man's life. Purdeep has extreme expertise, skills, and insight in business strategy, marketing & sales and also has expert knowledge in innovation, customer experience, high-performance teams and operations. He has spent tens of thousands of hours studying, researching, and experiencing business and personal growth opportunities around the world.
