Storytelling in Business – How to Build a Successful and Memorable Brand Story


Happy Valentine’s Day… Now Let’s Talk About Divorce

According to Walking to Destiny, 50% of businesses fail because one of the Five D’s – Death, Disability, Distress, Disagreement, and you guessed it: Divorce. While divorce may not be the direct cause of your business failing, it does impact your business more than you think. … read more

The Bachelor: How to Find the Perfect Advisor For You

The hit television show The Bachelor has been a staple in the reality television dating game for 19 years come this March. While you might think that finding “love” on television is absolutely ridiculous, you cannot argue, that it is extremely entertaining to watch. Aside from the entertainment value, business owners can learn a thing… read more

Social Media Marketing for Business Advisors

Social media is the most effective way to reach new customers, engage with current customers, and share a behind the scenes look at your business. While social media might seem like a marketing tool for lifestyle brands and B2C businesses, financial advisors and business advisors can and should be utilizing social media in their marketing… read more

Happy Halloween from EPI!

We know a lot of thought and planning goes into your business exit, but how much thought and planning do you put into your Halloween Costumes?… read more

Six Proven Lead Generation Tools

Guest Contributing Author: John Warrillow, CEO of the Value Builder System We know that the number of small business owners getting ready to transition out of their business and head towards retirement is growing. However, only a fraction of them have a business that is truly ready to sell. But as an exit planner, how… read more

EPI Global Headquarters Team Grows Again: Welcome Natalie & Jocelyn!

  As you know, the exit planning is growing rapidly as the needs of the middle market continue to climb. Exit Planning Institute is proud to support the needs of Certified Exit Planning Advisors (CEPA) and the profession as a whole. And this week, we are pleased to introduce you to the two newest members… read more