THE EXIT PLANNING BLOG
Keep up-to-date with exit planning, succession planning, industry trends, unique specialty insights, and useful content for professional advisors and business owners.
EPI Academy Helps Advisors Build Stronger Client Relationships During Season of Deals
by Colleen Kowalski on November 14, 2023
EPI Academy is Exit Planning Institute’s new interactive online learning platform. The platform was designed to allow advisors to easily find the content and education they are looking for to enhance their practice and get the most return on their CEPA credentials. These include recommended learning and professional development plans.
During Season of Deals, we have two incredible EPI Academy packages to explore.
Why Utilize EPI Academy?
Learn from industry titans who bring years of experience and expertise to their respective courses. Gain a comprehensive understanding of exit planning from various angles, enabling you to provide well-rounded advisory services. Each course is rich with practical techniques, case studies, and real-world scenarios, ensuring immediate applicability. Elevate your advisory practice by becoming a sought-after expert in exit planning, prepared to guide clients through seamless transitions.
The Selling to Business Owner’s Bundle
The Selling to Business Owners Bundle is a collection of four strategic EPI Academy Courses designed to empower you with the essential skills and insights needed to excel in selling to business owners. Immerse yourself in each course, enriched with real-world scenarios, practical case studies, and actionable insights that seamlessly enhance your sales interactions. Experience a transformative impact as you elevate your sales acumen, establishing enduring relationships with influential business owners that pave the way for a consistent flow of lucrative sales opportunities.
This Bundle Includes:
Making Referrals Predictable
Are you tired of leaving your referrals to chance? Unlock the secrets to generating consistent and predictable referrals with our comprehensive and results-driven course by Mike Garrison. Referrals are the lifeblood of any successful business, and now you can harness the power of proven strategies to make referrals a reliable and strategic part of your growth strategy.
Approved for 2 NASBA Credits
Basics of Value Acceleration
Gain a foundational grasp of exit planning, including business types, readiness assessment, value determination, and executing effective exit strategies. This course by Scott Snider will elevate your understanding and ability to assist business owners in planning for successful exits.
Approved for 2.5 NASBA Credits and 2.5 CFP Credits
Empowering Conversations with Business Owners
Communication is the key to unlocking fruitful relationships with business owners. In this course from Scott Snider, you'll learn how to articulate your value proposition persuasively, adapt your communication style to suit different personalities and generations, and establish trust that forms the foundation of lasting relationships.
Approved for 1.5 NASBA Credits and 1.5 CFP Credits
Selling to Business Owners
Are you ready to unlock a world of opportunities by effectively selling to business owners? This comprehensive course taught by Jesse Hudson, Paige Wysocki, and Scott Snider is your key to mastering the art of business owner sales, arming you with the essential skills and strategies to navigate this unique and high-stakes market with confidence. (Releases Oct 13, 2023)
Save $700 on these courses during Season of Deals!
Explore All Deals!
Ever wish Black Friday discounts were available longer than just one week in November? We expanded our Black Friday discounts for an entire Season of Deals! We have five incredible packages with over $8,700 in savings for our EPI Community.