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by Member Experience on August 6, 2018
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 hundreds of webinars on technical, business development, and applicable topics each year to thousands of advisors across the globe.
This week, we’ve got experts from three companies who specialize in market differentiation, growth, and strategy. Watch the triple-header:
- “Summit Expert Insights: Expanding Your Referral Network with The ExitMap®” presented by John Dini
- “Marketing Solutions and Strategies for Professional Advisors” presented by Christine Hollinden
- “How The Value Builder System™ Can Be Incorporated into Your Practice” presented by John Warrillow
Read more about each session below and watch some of the best content in the industry!
Are Referrals Your #1 Source of New Business?
This 30-minute power session webinar is for you.
Past Broadcast: Summit Expert Insights: Expanding Your Referral Network with The ExitMap® | presented by John Dini of The ExitMap®
You know The ExitMap® as a system for attracting, qualifying, and engaging more clients, but did you know that it is also an effective, low-cost tool for developing new referral relationships?
This brief overview will demonstrate a step-by-step process for developing powerful referral relationships. You can help other advisors look good to their clients while making certain that you are their top-of-mind resource for comprehensive exit planning.
Regardless of your area of professional expertise, building a referral network with The ExitMap® will build your planning practice by making you the trusted advisor to other trusted advisors.
Watch this video and learn more about The ExitMap® with John Dini.
Learning Objectives:
- Educate other professionals about your role in exit planning
- Leverage their trusted advisor relationships with clients
- Offer valuable support to enhance both your income
Do You Want Help Developing a Revenue-Producing Marketing Strategy?
Then it’s high time you connected with Hollinden, a firm that specializes in growth strategies for professionals like you.
Past Broadcast: Marketing Strategies for Professional Advisors | Presented by Christine Hollinden of Hollinden | marketers + strategists
Exit planning and value acceleration fail when advisors think from a siloed perspective. No individual advisor can be a specialist in every component that goes into creating rapid value growth and effective exit strategy. But to become a generalist in all things exit planning so you can look at things from all angles and “do it all yourself” is as faulty as thinking from one lens. Jack of all trades, master of none, right? Instead, subscribe to the 2018 Exit Solutions Alliance Webinar Series to learn the interworkings, techniques, and strategies from across the exit planning ecosystem.
Connect with Christine Hollinden, sought-after marketing strategist, and learn the techniques, strategies, and changes you can implement to create a results-driven marketing strategy.
Do You Understand How to Harness Software in Your Firm?
Jump online with industry icon, John Warrillow, and learn the ins and outs of this powerful tool.
Past Broadcast: How The Value Builder System™ Can Be Incorporated into Your Practice | Presented by John Warrillow of The Value Builder System
“I thought it would be worth more.”
Exit planners hear this from their clients all the time. A client spends years building a business, and now they’re thinking about an exit strategy. They hired someone to complete a valuation and started dreaming about financial freedom, but…the valuation they received showed them that freedom is further away than they’d hoped. Whether they know it or not, they need you now.
You know The Value Builder System™, an EPI partner, is a powerful tool to help your clients identify opportunities to grow the value of their business. As a Certified Value Builder™, you will help clients take practical steps to achieve their freedom, while you build your own business at the same time.
Learning Objectives:
- The statistically proven program that advisors use to double the value of their clients’ businesses
- 12 modules of the Value Builder Engagement
- Set-it-and-forget-it marketing tools that work 24/7 to nurture your prospects
- Brand new engagement metrics for fully-transparent client conversion
- All the details about becoming a Certified Value Builder™, from training to in-house support
About Exit Planning Institute:
The Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners. We view exit planning as a strategy, not an event.
EPI leads the professional services profession with the best industry content, ongoing support, and owner education platform, all of which align with our mission: Change the outcome.
Only 2 out of every 10 businesses that come to market actually sell. We want to increase the number of saleable businesses.
Only 30% of family businesses successfully transition to the second generation, only 12% transfer to the third, and the success rates diminish from there. We want to improve those intergenerational transitions.
Of those that succeed in the sale of their business, 75% experience “profound regret” within one year of exiting their business. We want to understand why and create strategies that achieve profound success, wealth, and satisfaction.
EPI is an education company, powered by an elite community of top advisors and owners, all focused toward creating a valuable, transferable future for the business marketplace.
- Change your outcome. Learn more at www.Exit-Planning-Institute.org.
- Educate business owners. Learn more at www.OwnerReadiness.com.
- Become the Advisor of the Future. Learn more at www.EarnCEPA.com.
