Navigating the initial hurdles as a newly minted Certified Exit Planning Advisor (CEPA) often centers around a common challenge: acquiring more clients. Many financial advisors hesitate to allocate funds to extensive marketing campaigns or prefer cultivating new business through referrals. The key lies in strategically incorporating 'anchors' into your calendar, guaranteeing a consistent flow of meaningful conversations with Centers of Influence (COIs). This session is designed to guide you through the precise steps of generating fresh business opportunities with your COIs, rather than competing for existing business with other advisors they may already know (which can be addressed at a later stage).
Learning Objectives:
- Current COI referral strategy
- How to recruit new COI’s
- What types of ‘anchors’ work best for you and your practice
- Schedule them on your calendar now
- Start the referral process during the session!
Event Details
Who Should Attend?
-
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.
-
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.
-
Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
-
Business Consultants
-
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.
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.