Top Exit & Succession Planning Blog for Professional Advisors

Coming Soon: Uncover the Future of Exit Planning with 'Mastering the Market'

Written by Maggie Hughes | Aug 15, 2024 5:00:00 PM

Mastering the Market” is a groundbreaking new project from The Exit Planning Institute® (EPI). In these exclusive collections, we delve into how to master the market, beginning with what it means to be best-in-class. You’ll gain insights from major players in the field, learning the strategies and practices that set the highest standards in exit planning.  

Introducing "Mastering the Market"

“Mastering the Market” is a Harvard Business Review-style of articles from EPI® and CEPA® experts, all centered around mastering exit planning. These comprehensive guides are designed to help CEPAs from all walks of life elevate their practice. Each article in the series is packed with practical advice, expert tips, and real-world examples with a touch of personal stories, ensuring you have the tools you need to excel. 

In addition to practical guides, "Mastering the Market" will feature contributions from major players in the exit planning field. These thought leaders will share their journeys, struggles, and the strategies they employed to achieve a higher level of excellence. Their stories will provide you with a deeper understanding of what it takes to master the market and become a leader in your field.  

The Inaugural Articles: Expert Voices on Best-in-Class 

The first installment features articles from our experts, each choosing to focus on one of three critical topics. Some will delve into the struggles they faced on their journey to becoming best-in-class, offering insights into overcoming common challenges. Others will share the strategies they used to achieve and maintain best-in-class status, providing you with actionable steps and tips to elevate your own practice. Additionally, a few experts will discuss what being best-in-class means to them personally and how it motivates them to continually strive for excellence. These varied perspectives will give you a comprehensive understanding of what it takes to master the market. 

Don’t miss out on this opportunity to learn from some of the best and become a leader in exit planning. Fill out the form below to get notified of the release of the first installment of "Mastering the Market." Discover how to achieve best-in-class status and gain the knowledge to guide your clients to success. Join us and start your journey to mastering the exit planning market today!