Exit Planning Institute

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Implementing Value Acceleration as a Financial Advisor

Course Overview

As a financial advisor, you may be asking yourself how you can begin to incorporate the Value Acceleration MethodologyTM into what you do as a fiduciary for your clients, and your own practice. This course provides you the knowledge on how to do just that.

Join the 2022 EPI Exit Planner of the Year, Justin Goodbread, CEPA®, CFP®, CVGA, as he takes you through the process of utilizing value acceleration to help maximize your client's value and allow them to achieve their goals.

Throughout the course, Justin will walk you through a case study based on a real client, the Hill family, as they explore what it will take to live their desired retirement life.

Attendees will gain further knowledge on:

  • Applying value growth concepts with real-life clients
  • Determining and planning around a client's Wealth Gap
  • Understanding the business behind implementation as a financial advisor

This course is approved for Continuing Education credit at the following organizations:

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Course Details

EPI Academy Brochure

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Course Curriculum:


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About the Instructor

Justin Goodbread, CFP®, CEPA, CVGA, President of WealthSource, is a nationally recognized financial planner, educator, wealth manager, author, and speaker. With over 28 years of experience starting, buying, growing, and selling businesses, Justin has a passion for helping business owners increase and manage the value of their businesses and personal assets.

In 2009, Justin opened a boutique-style wealth management and financial planning company Heritage Investors. He quickly realized his combined experience in business and wealth management provided him with the ability to help small business owners in unique and invaluable ways. In early 2022, Heritage Investors joined WealthSource Partners to support business owners nationally. Justin continues to drive WealthSource forward toward the vision of a best-in-class wealth management experience.

In 2016, Justin launched the FinanciallySimple.com enterprise including mediums such as a podcast, blog, and video educational portal to help owners navigate topics such as dealing with day-to-day business headaches and growing the sellable value of their companies. Justin's innate ability to educate in "financially simple" terms has caught the eye of several different industry organizations including the Exit Planning Institute which awarded him the 2018 Leader of the Year and 2022 Peter Christman Exit Planner of the Year, and Investopedia which has named him one of their Top 100 Financial Advisors for four consecutive years.

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