Put your knowledge into practice with:
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:
Course Details
EPI Academy Brochure
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Course Curriculum:
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About the Instructor
Justin Goodbread is a seasoned entrepreneur, author, and speaker with over 30 years of experience in building and scaling businesses. A 7-time exit entrepreneur who has generated millions of dollars in business value, Justin specializes in guiding business owners to grow, optimize, and prepare their companies for successful exits. His nationally recognized expertise in business value growth has earned him accolades including being inducted into the 2024 Exit Planning Circle of Excellence, the 2022 Peter Christman Exit Planner of the Year Award, and 2021 Exit Planning Thought Leader of the Year. Additionally, Justin’s industry impact is evident through his five-time recognition as one of Investopedia’s Top-100 Most Influential Advisors and his inclusion in Forbes Southeastern Leaders.
Justin's entrepreneurial journey is rooted in practical, hands-on experience across various industries. He founded and grew multiple companies, using strategic systems to enhance value and profitability, which he now shares through his coaching programs, keynotes, live events, and YouTube platform. Justin’s bestselling book, Your Baby’s Ugly, sheds light on the hard truths of business ownership, offering actionable insights to help entrepreneurs unlock the untapped potential within their companies.
As a thought leader in the financial and business planning space, Justin empowers business owners to overcome challenges, bridge value and wealth gaps, and achieve lasting success. Whether through coaching, his nationally ranked podcast, or live events, Justin provides business owners with the tools and strategies needed to drive exponential growth, aligning their businesses with their ultimate financial goals.
