A Celebration of Leadership: Announcing the Three 2019 Excellence in Exit Planning Honorees


Congratulations to the 2019 Excellence in Exit Planning Award Winners!

At the 2019 Excellence in Exit Planning Awards reception three advisors were recognized for their remarkable impact on the local and global community. The Exit Planning Institute would like to extend an official congratulations to 2019 Exit Planner of the Year, Dan Doran, 2019 Leader of the Year, Joseph Strazzeri, and 2019 Member of the… read more

Top Reading List to Improve Your Marketing

In a marketplace where everyone is at the top of their game, it is important to give yourself an edge. In order to continuously progress and develop skills that set you apart, you must stay educated and practice lifelong learning. Experts with a voracious appetite for success, Warren Buffett, Mark Cuban, and Bill Gates, all… read more

End of Summer Roundup

This Summer has been packed with new content, engaging broadcasts, and accomplishments by many in the advisor community. We know Summer is hectic for us all, so below is a curated list of the content you may have missed. In case you missed it! The Exit Planning Institute made a few announcements. Stay in the… read more

Announcement: 2019 Excellence in Exit Planning Award Nominees

The 2019 Excellence in Exit Planning Awards are sponsored by UBS Financial Services, Inc. The exit planning profession poses unique challenges and opportunities. The advisors leading this industry tend to be more entrepreneurial, display high leadership, and are instrumental in driving best practices for their peers and for business owners themselves. Exit planning advisors are… read more

[Inside Look] Behind Evolve

When the Exit Planning Institute Executive team comes together to brainstorm the Summit theme each year, there are many factors that come into play. It causes the team to focus on our goals and look ahead to where we, as a company, are headed. This year, the Summit theme is Evolve. Increase your credibility. Enhance… read more

Call for Speakers: 2019 EPI Power Session Theme Announced

Last year, EPI introduced the Power Sessions at the Exit Planning Summit in Nashville! Inspired by TED, the global community bringing you ‘ideas worth sharing,’ seven speakers from diverse areas of expertise took the main stage and delivered hyperfocused talks that challenged the advisory community in attendance to tackle common industry pitfalls head on. Following… read more