CEPA Spotlight: Justin Goodbread

Justin Goodbread, Business Advisor, Wealth Manager, Speaker, Blogger, Podcaster, Author, 2X Investopedia Top 100, Exit Planning Institute 2018 Leader of the Year, and much more, is not your typical advisor. Over the past 20+ years, Goodbread has started and sold three companies for profit, in addition to purchasing companies with many successes (and failures). His… read more

EPI Fall Exit Planning Education Roundup

The Exit Planning Institute believes in constant professional development. You can always continue to learn and grow. We strive to bring you consistent, thought-provoking, and topical broadcasts, to help you, your business, and your clients. EPI is proud to provide different avenues for top technical, business development, and applicable topics each month to thousands of… read more

2019 Exit Planning Summit Takeaways

The Exit Planning Summit is the most significant advisor event in the industry with a massive lineup of education, activities, and events to experience in a few short days. On top of 6-star rated education, once-in-a-career keynote sessions, charitable fundraising, and influential networking, the Summit connects you with premier exit planning providers and partners, charitable… read more

Announcement: Seven New CEPA Programs for 2020 Registration

The Certified Exit Planning Advisor (CEPA) Program is a five-day executive MBA-style program that trains and certifies qualified professional advisors in the field of exit planning. Developed and taught by a diverse team of over 15 nationally-recognized experts, the CEPA program offers attendees an innovative learning experience, performance-enhancing resources, and the strategic insights and tools… read more

The Power of Feedback: 2019 EPI Member Survey

Understanding what our members find valuable (and what they do not) is crucial to EPI. As we contemplate the future and aim to make important decisions that will impact the direction of our company, the power of your feedback and the guidance it provides gives us the right focus. We want to ensure that we are… read more

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

Announcement: Three New CEPA Training Center Locations

As a part of our brand promise, Exit Planning Institute is pleased to announce three new CEPA program locations. The expansion of our lineup is a direct response to the growing demand and opportunity that exists in the Pacific Coast, the Midwest and the Northeast Region. There are a lot of advisors like you who have been asking… 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

[Event Recap] Owner Engagement program Mid-Year Summit

First Ever Mid-Year Summit: Eleven Leaders Meet to Collaborate On July 11-12, 2019, the Exit Planning Institute hosted members of the Owner Engagement program for the first annual Owner Engagement Mid-Year Summit in Cleveland, OH. This gathering served as an opportunity for the group to gather face-to-face, supplementing their monthly virtual gatherings, for collaboration, idea… read more

OwnerRoundtable Education: Filling the Room with Creative Ideas

Creating Lasting Change: EPI Welcomes Three New Facilitators Conducting the Owner Engagement Discovery Day at the EPI headquarters is a unique experience. The experts, facilitators, and CEPAs who attend fill the room with creative ideas while they learn to create successful business owner peer groups. The owner engagement membership has grown and now supports roughly… read more