Talent. Why is it so important and crucial? When talent is known, understood, and used properly, it enhances the Human Condition.

The Human Condition is compromised when we don’t know how a person thinks, how a person feels, and how they act. Talent is the pre-wired condition we have at birth. Our talent threads are woven together pre-birth and this process lasts until we are about 16 years old.

These threads weave themselves into 3 components of behavior; how we think, feel, and how we act. Skill is the foundation of a Performance; without it we struggle to perform consistently. Behavior (T, F, A) is the foundation of Skill, while Talent is the foundation of all the above.

If you are involved in any capacity that deals with the Exit Planning Institute, you are in the people business! The journey of exiting a company is all about understanding the Human Condition. You, and any other person helping the exit process, needs to know their talents, the person who is exiting and everyone around that person, needs to know each other’s talents. Your accelerator model is about a process to create a competent exit, but your real job is helping all the people involved in it align their Thinking (T), Feelings/Emotions (F), and Actions (A).

Dr. Russell has created an instrument (Winning Profile) that can not only measure a person’s Talents, but also has a Coaching process that teaches everyone how to implement it.

In this session, Dr. Russell will explain how this process enhances the Human Condition.

Performance (P) = Talent (T) + Knowledge (K) + Skill (S)

Learning Objectives:

  • What really is TALENT?
  • Why are we making so many mistakes? We have been looking in from the wrong end of the telescope.
  • Where does neurology fit into the discussion?
  • If we can’t measure it, we can’t manage it! Good news is that now we can!
  • Is it possible to change a person’s behavior? The answer is NO, but we do know now how to rearrange a person’s talent themes so that a change in one’s performance does occur.

Thank you to our Sponsors

Event Details

Date: Tuesday, May 09, 2023
Time: 1:00 pm - 2:00 pm Eastern Time
Where: Zoom
Cost: Free
Register Now

Who Should Attend?

  • 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.

  • 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.

  • Valuation Analysts

    Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.

  • Investment Bankers

    Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.

  • Insurance Professionals

    Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.

  • 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.

  • 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.

  • Other Professional Advisors

    Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.


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.