Possessing a CEPA credential is not just a mark of expertise, it’s a catalyst for growth. But how do you transform this respected certification into a magnet for high-caliber clients? If the journey from credential to client seems daunting, you're not alone. Join us for an immersive session with EPI Educational Partner, Susan Danzig, where we decode the art of leveraging your CEPA credential into a robust, revenue-generating asset. This isn't just a webinar; it’s a strategic blueprint for professionals who are serious about scaling their business to new heights.
Here’s a snapshot of what you’ll gain:
- Brand Amplification: Elevate your market presence to become the unequivocal expert in your field.
- Strategic Marketing: Map out a precise, actionable marketing plan tailored to meet your goals.
- Magnetic Messaging: Learn how to create compelling messages and content that resonate with your audience, bolstering your in-person and online influence.
- Ideal Client Magnetism: Cultivate a pipeline of prospects who not only meet your ideal client profile but are actively seeking your expertise.
- Actionable Growth Tactics: Pinpoint daily, high-impact actions that directly contribute to client acquisition and revenue expansion.
Confidence Transformation: Boost your self-assurance in articulating your unique value proposition, helping clients navigate towards their aspirations with your guidance. This session is more than just a learning experience; it’s designed to impart a fail-proof system for business acceleration. With real-life examples and actionable insights, you'll leave with a toolbox of strategies ready to be deployed. Envision a future where your CEPA credential is not just a line on your resume but the engine driving your business forward, where your brand is synonymous with excellence, and your expertise is the key that unlocks unparalleled growth. Seize this opportunity to transform your credential into currency. Let's navigate the journey from credential to client together, forging a path lined with success and prosperity.
Learning Objectives:
- Capitalizing on Credentials: Learn to leverage your CEPA Credential and exit planning expertise to create a compelling draw for ideal clients.
- Blueprint for Lead Generation: Master the seven pivotal steps necessary to architect a seamless system that consistently funnels high-quality leads into your business pipeline.
- Brand Evolution for Conversion: Delve into the strategies that will refine and elevate your brand, optimizing every touchpoint to convert prospects into loyal clients with greater efficiency and impact.
- Strategic Marketing Acceleration: Unpack the critical elements of a tailored 90-Day marketing roadmap designed to expand your client base, fuel business growth, and amplify your market presence.
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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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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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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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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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.
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.