The 120 Day Playbook Overview

Becoming a Certified Exit Planning Advisor (CEPA®) is a major milestone, but transitioning from the classroom to real-world application can be a challenge for many new CEPAs. That’s where the 120 Day Playbook comes in. This strategic action plan is designed to help CEPAs implement their new knowledge into practice effectively and confidently. It's more than just a guide—it's an essential tool to ensure what you learned in your CEPA training becomes an integral part of your business. 

By following the 120 Day Playbook, which every CEPA has access to in their member center, you can develop a systemized approach that leads to a smoother transition from learning to practice, ensuring you deliver measurable results for your clients. 

What is the 120 Day Playbook?

The 120 Day Playbook is your CEPA action plan, a step-by-step guide specifically tailored for new CEPAs. It provides the framework to bridge the gap between the CEPA trainings and practical implementation. 

Key Components of the 120 Day Playbook:

• Accountability Meetings: These six meetings ensure that you stay on track, offering structured check-ins that help you measure your progress and address any challenges you face along the way. 

• Execution Checklists: The execution checklists takes you through applying the exit planning knowledge to real-world scenarios, so you don’t miss any critical steps in your advisory process. 

• Structured Timeline: The 120 Day Playbook is organized over a 120-day period, with next steps and key milestones. This systematic approach helps you to integrate the concepts into your practice effectively, helping you to become a trusted advisor. 

Why the 120 Day Playbook is Important

The 120 Day Playbook is crucial because it promotes a smooth transition from the knowledge you’ve gained through your CEPA training to your day-to-day work with clients. You will also learn to avoid some common pitfalls that can arise when trying to implement new concepts without structure. 

By reinforcing through consistent practice and accountability, you will not only solidify your expertise but also position yourself as a trusted advisor within your network. This increases your value to clients and prospects, so you are viewed as a go-to resource for effective exit planning strategies. Additionally, the playbook takes you down the Beyond CEPA path, pushing you to go further in your role and deliver even more value to your clients. 

How to Implement the 120 Day Playbook

Implementing the 120 Day Playbook is straightforward but requires commitment. Here's how you get started: 

• Step 1: 90-Minute Launch Meeting: Begin with the 90-minute launch meeting. This is where you will set the foundation for the next 120 days, reviewing goals and aligning your CEPA action plan. 

• Step 2: Beyond CEPA Call: Next, schedule the Beyond CEPA call. This call goes beyond your basic training and sets up the next level of engagement by diving deeper into applying the methodology. 

• Step 3: 30-Day Check-In: After 30 days, we make sure you are on track with the CEPA action plan, adjusting strategies as needed to meet your objectives. 

• Step 4: Ongoing Accountability Meetings: Finally, attend your monthly accountability meetings to maintain momentum and progress throughout the 120 days. These meetings are key to successfully integrating the knowledge into your practice and going Beyond CEPA. 

Full Steam Ahead!

The 120 Day Playbook is your go-to resource for putting your CEPA training into practice. This guide helps you to remain consistent, accountable, and focused on using your new designation. By following its structure, you can avoid the pitfalls that many new CEPAs encounter and confidently position yourself as a trusted advisor in your field. 

Ready to take the next step? Enroll in the 120 Day Playbook course today and start your journey toward mastery. 

Related Resources

• Additional New CEPA Next Steps 
• Attend CEPA Think Tanks 
• Explore Your Member Center