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Maximize the impact of your credential with

The CEPA® Accelerator Program

Program Overview

Join an exclusive mastermind group of dedicated advisors seeking to enhance CEO client engagement through their CEPA certification.

CEPA Certified: What’s Next?

  • Navigate the right path to higher ROI tailored for your firm.
  • Secure meetings with business owners, even those with existing advisors.
  • Master a consultative process for immediate sales growth and a lucrative exit/investment funnel. 
  • Build profitable, trustworthy relationships with COIs to enhance exit planning referrals.
  • Gain fluency in business owner speak.

Why Join the Program?

  • Forge five deeper relationships with CEO clients for exit discussions and referrals.
  • Target 20 business owner prospects with a strategic introduction plan.
  • Master CEO communication for pivotal life events, including initiating impactful conversations, grasping essential knowledge, and collaborating with strategic partners.
  • Learn monthly from peers who focus on securing these relationships.
  • Boost productivity through efficient time and conversation management.
  • Become the primary advisor, leading a diverse team of external experts for your business owner clients.
POWERED BY LXC  & SRT (11 x 3 in)

Program Details

Criteria & Investment

Register for This Course

Course Curriculum:

Onboarding:
90-Minute Virtual Group Call

  • Introduction to moderator
  • "Can I Borrow Your Car?" system overview
    • Risk mitigation and communication process
    • Earning the introduction to a prospect that isn't in the market for what you sell
    • Handling a professional sales pipeline
  • Determine average value of a referral introduction and the magic number for new appointments per month
  • Establish revenue goals for the program
  • The "Financial Planning is Consulting" and having an "Owner's Mindset" discussion.
    • What business owners can you truly offer something special?
  • Understand the "Center of Influence" team
  • Overview of outside resources
  • Overview of group guidelines and expectations
  • Identify what success looks like for you 

Monthly Agenda:
3-Hour Virtual Group Call

  • Opening: MyTransitionTM
    • Check-in
    • Status from personal commitments/successes
  • Knowledge Learning:
    • 45-60 minutes of fundamentals from the "Can I Borrow Your Car?" methodology of getting in front of business owners and having an initial exit planning conversation (using CEPA to develop relationships and create business)
    • 12-month curriculum starting with the basics and graduating to more advanced tactics to develop COI team and new business owner clients
  • COPITM Processing
    • (Challenge, Opportunity, Problem, or Idea)
  • Wrap Up:
    • Setting commitments
    • Documenting key takeaways

Attend Free Q&A Session

Attend an upcoming CEPA Accelerator Program Q&A session, hosted by program moderators, to get any additional questions answered and better understand if the program is right for you.

Train With Value Acceleration in Mind

Click the Register Now button to get started.

Connect With the Instructors

With over two decades of senior executive experience in start-ups and billion-dollar corporations, Tina sold her TAB franchise in 2012, becoming one of the largest peer board franchisees globally.

She founded LXCouncil to empower professionals to create and manage peer advisory groups successfully. She holds a degree from Harvards’ PMD Program, a B.S. in Marketing and Business Logistics from the University of Missouri, and attended INSEAD and Strategic Coach. Tina is certified in DISC & PIAV, and is a CEPA.

Tina has an unmatched track record for successful mastermind groups. Frustrated by a lack of strategy from her franchisor, strategic forward-looking thinking in the sector, she was determined to help others build successful Mastermind groups. She developed her own methodology for starting and expanding mastermind groups. In 2005, her launch approach was so successful, she immediately became one of the top 10 franchises globally in just 2 months.

Mike Garrison, Exit Planning Institute's 2024 Member of the Year, has worked for 20+ years with financial advisors and small business owners across the globe helping them to both grow their business and enjoy their lives through the power of a complete referral system that you can predict.

He is the co-author of the New York Times, Wall Street Journal,​ Amazon.com and USA Today bestseller: Truth or Delusion: Busting Networking’s Biggest Myths. Mike is also a contributing author to the number one bestseller Masters of Success.

Relationships are everything to Mike, both personally and professionally. He has spent the entirety of his career helping leaders and producers grow their businesses…and transform their lives and the lives of those that depend upon them. He believes, without any hesitation, that we are all designed to accomplish so much more than we realize and is committed to helping people that are dedicated to being intentional about their unique expression of what it means to be human.