Implementing the 120-Day CEPA Playbook

EPI Academy Course

Course Overview


You have the Playbook, but do you know how to execute the plays? Having the knowledge and the skills is the first step to a successful practice. But most advisors fall short when it comes to implementation.

Implementing the 120-Day CEPA Playbook is an expansion of the playbook you receive in your post-CEPA training. Together with Scott Snider, President of the Exit Planning Institute, you will lay the foundation for implementing the training, tools, and knowledge into your practice. Throughout this course, Scott will help you establish the rhythm of your practice and provide helpful hints and key insights from his own experience. You will learn how to build out exit planning practices, service lines, and marketing programs.

This three-lesson, on-demand, interactive masterclass equips you with the framework, tools, and knowledge to successfully implement your CEPA training and maximize your return on investment.


Course Curriculum:

MODULE ONE: Building The Momentum

  • Changing the conversation and understanding core tactics
  • Establishing your rhythm through positioning

MODULE TWO: Picking Your Path

  • Developing your business planning canvas and dissecting accountability meetings
  • Aligning your exit planning practice and target audience to develop a clear direction

MODULE THREE: Implementing the Skills

  • Executing and assessing your strategy
  • Advancing your practice with exit planning concepts

LAY THE FOUNDATION FOR EXIT PLANNING

About the Instructor


Scott Snider

Scott Snider

President, Exit Planning Institute

Contact Scott

Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development.  Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.

Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider’s biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.