Exit Planning Institute

Uncover how to lead client conversations confidently with:

Tap Into Your Quiet Confidence and Unlock Engagement Potential

Course Overview

We all wish business advisory work was just about our technical ability. But today's client's require more, they require advisors with a quiet confidence.

This course was created to take you through the process of attracting, engaging, and retaining clients by utilizing a new set of communication and counseling tools, instead of the standard technical ones. 

Attendees will gain further knowledge on:

  • Gaining client commitment and having them see the process through to the end
  • Educating clients without feeling like you are "selling" to them 
  • Implementing actionable tools into their practice to stand out from the competition with a higher-quality experience

Downloadables Offered in This Course:

  • Facilitation for Summary to Action 
  • "My Success" Exercise 
  • Meeting Protocols

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

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Course Details

EPI Academy Brochure

For more details on other EPI Academy courses, download the brochure.

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Course Curriculum:


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About the Instructor

As a former general contractor, land developer, and business owner, Joe combines these skills along with more than 20 years of experience as an attorney to counsel families and business owners.

Through 4 distinct entities and with his partners, Joe educates wealth advisors, assists business owners to find “what’s next”, as well as protects families and their assets.

The Southern California Institute is a Thought Leader Community providing resources, education, and advice via collaborative think tanks, events, programs, online content, and introductions.

The Laureate Center for Wealth Advisors provides advanced training and support for wealth advisors, such as: Attorney’s, Accountants, Fiduciaries, Bankers, Financial Advisors, Insurance Professionals, and other wealth advisors. Learn how to attract, engage, and work with your perfect client and their trusted advisors.

Strazzeri Mancini LLP helps affluent families get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate planning, business succession, and family governance counseling.

The Founders Group leads business owners through all phases of transition where increased clarity, net cash flow, and market value expands and solidifies choices for business transition: if, when, how, how much, and to whom.