Marketing for the Professional Advisor

On-Demand Masterclass Program

Marketing for the Professional Advisor Masterclass

EPI is proud to announce our partnership with RAYNE IX, an executive coaching and consulting company for small businesses and exit planning advisors, in our newest educational offering: The EPI Marketing for the Professional Advisor Masterclass.

The EPI Marketing for the Professional Advisor Masterclass is a five-part on-demand masterclass that is broken down into interactive modules. This course takes all the knowledge and skills accumulated over nearly two decades in the branding, digital marketing, and business ownership industries and packages them all up into easily digestible content for you to consume and begin implementing immediately.

We designed our on-demand masterclass to accommodate your busy schedule. Complete the Masterclass on your own time table.

The topics covered include:

Identifying, understanding, and finding your target audience

Building your brand and core differentiators

Creating valuable content that builds your business

Business development tactics and KPIs



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

Our Marketing Masterclass includes the following:

  • Five (5) interactive modules with visual slides illustrating further instruction
  • Small Business & Advisor Checklists
  • Robust Playbook including 20+ Frameworks & Exercises to:
    • Evaluate Your Current Business
    • Build Your Target Audience Profile
    • Build Your Values, Vision, Mission, Mission Goals, Mission Strategies
    • Craft Key Brand Messaging & Differentiation
    • Create a Content Strategy and Editorial Calendar
    • Productize Your Services
    • Convert Your Prospects
    • Build Compelling Case Studies
    • Calculate Your Audience Conversion ROI
    • Dozens of Trusted Resources for Customer Research, Digital Marketing, & Branding


Bundle and Save!

Package the Marketing for the Professional Advisor Masterclass with registration for an upcoming Certified Exit Planning Advisor program to receive a discounted bundle rate.

Kiley Peters, CEPA

Kiley Peters, CEPA

Founder, Executive Coach & Consultant at RAYNE IX
Founder & CEO at Brainchild Studios

Contact Kiley

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.