Exit Planning Institute

Build your marketing strategy from scratch with:


Course Overview

As much as we’d like to simply learn new skills and have a line of clients waiting to pay us for our expertise, it is unlikely that demand will build itself.

The Marketing for the Professional Advisor Masterclass is here to solve that issue. During the course, instructor Kiley Peters, an award-winning serial entrepreneur and marketing consultant, gives professional advisors instantly actionable strategies and tactics (and a turnkey marketing playbook) that can be tied to revenue metrics for you to hit the ground running immediately.

This five-part, on-demand, interactive masterclass arms you with clear techniques and strategic implementations to improve marketing and sales performance.

Want help keeping your marketing initiatives on track? Download the Marketing for the Professional Advisor Checklist

Course Details

Marketing Masterclass Brochure

For more details on this course, and other EPI Academy courses, download the Marketing Masterclass Brochure.

Register for This Course

Course Curriculum:


Click the Register Now button to add this course to your cart.

About the Instructor

Kiley Peters is the Founder and CEO of the international award-winning Brainchild Studios, the thought leadership marketing partner for visionaries with big dreams and lean teams. She founded RAYNE IX, an executive coaching and consulting company for service-based small business owners and exit planning advisors. She also created the Work From Home Playbook, a series of online courses guiding aspiring entrepreneurs through the steps of starting a virtual business.

As a serial entrepreneur and national speaker, with over a decade of industry experience, she has worked on digital marketing strategies for over 100 brands ranging from small businesses to global enterprises. Her primary areas of expertise include small business consultation, digital content strategy, and consumer behavior research and analysis.

She is a Faculty Member at Exit Planning Institute (EPI), an Adjunct Professor at Marquette University, a Certified Exit Planning Advisor (CEPA) and holds dual Bachelor of Arts degrees from Marquette University and an MBA from the University of Illinois at Chicago.