Read more about each session below and watch some of the best content in the industry!
Learn how to increase client retention by taking the extra step to refer the client to a trusted insurance advisor as part of their completion strategy.
Upcoming Broadcast: Wednesday, June 5 | Assets at Risk | presented by Julia Singer
You invest and manage everything your client has worked hard to create – does your completion strategy include an insurance risk review to help protect those assets so they don’t unexpectedly disappear? Hear from Julia Singer, trusted personal risk management advisor, who will offer tips on how advisors can recognize significant gaps in insurance coverage during their review. Addressing that if these red flags and gaps in coverage are identified early on it can help to prevent financial ruin in the event of a serious loss.
Increase client retention by taking the extra step to refer the client to a trusted insurance advisor as part of their completion strategy.
Connect with John Warrillow who will share research that dives into the state of owners’ minds before they exit.
Upcoming Broadcast: Wednesday, June 12 | New Research: The State of an Owner’s Mind Pre-Exit | Presented by John Warrillow
Does it matter who your client invites to a big celebration, like their wedding? Or whether they call themselves an owner, founder or CEO? The answer is yes – and The Value Builder System™ is sharing new research around how an owner’s attitude and behavior impacts whether they’re prepared to exit their company – and if they’re personally ready.
Based on research from nearly 500 completed Personal Readiness To Exit Assessments, The Value Builder System™ will share insight into the state of owners’ minds before they exit, including key actions advisors can take to help ensure a happy (and lucrative) sale.
Learning Objectives:
Hear from three experts who will break down the preparation phase of the Value Acceleration Methodology.
Upcoming Broadcast: Tuesday, June 25 | Using Value Acceleration to Build Value in A Business | Presented by Melisa Silverman, Joseph A Seetoo and Jeffrey Kates
Value Acceleration is all about:
In this session, attendees will participate in a group discussion to apply the value acceleration methodology to the Fishing For Value Case Study. The discussion will focus primarily on the preparation phase and 1) what are the steps that Chuck should take in his business to increase the value and make it more marketable and 2) what steps should take Chuck take to better prepare his spouse and himself and the kids for a transition of the business.
Learning Objectives:
Defining your critical path to achieve all your goals both in and out of the office.
Upcoming Broadcast: Friday, June 7 | CEPA S.M.A.R.T. Marketing Group | Presented by K. Brooke Norman
Marketing is not an expense of your business. It is your literal investment in the growth of your firm. And here at EPI, we believe that your marketing should produce a satisfying return on that investment. We know that when it comes to creating marketing programs to attract new leads, nurture referral sources, shorten sales cycles, and win better clients, it all comes down to measuring your efforts and generating revenue. We are here to help.
Each month, you will tune in for a 20-minute power presentation on a useful niche topic, followed by a 30-minute roundtable discussion about how to apply the newly-learned concepts into your marketing mix. The final ten minutes are always the same: Defining your monthly S.M.A.R.T. goal. This means, each month you will come away with new marketing knowledge, tips and insights on best practices, and a clear implementation plan that is specific, measurable, attainable, realistic, and timebound.
Connect with John Warrillow who will share research that dives into the state of owners’ minds before they exit.
Upcoming Broadcast: Wednesday, June 12 | New Research: The State of an Owner’s Mind Pre-Exit | Presented by John Warrillow
Does it matter who your client invites to a big celebration, like their wedding? Or whether they call themselves an owner, founder or CEO? The answer is yes – and The Value Builder System™ is sharing new research around how an owner’s attitude and behavior impacts whether they’re prepared to exit their company – and if they’re personally ready.
Based on research from nearly 500 completed Personal Readiness To Exit Assessments, The Value Builder System™ will share insight into the state of owners’ minds before they exit, including key actions advisors can take to help ensure a happy (and lucrative) sale.
Learning Objectives:
Define your path and learn the strategies that are working for each group.
Upcoming Broadcast: Wednesday, June 19 | Strategies for the Three Types of Exit Advisors | Presented by Scott Snider
You are an exit planner. You can help owners create strategies that will reduce risk, build value, and harvest wealth. Your credential is listed on your business card and you are ready for the floodgates to open…now what?
As much as we’d like to simply learn new skills and have a line of clients waiting to pay us for our expertise, it is unlikely that demand will build itself. Exit planning is personal, transformational, and unique. And it will take new business development skills and effort to fill your sales funnel and put your practice in a position of abundance versus scarcity. We can help.
Learning Objectives:
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.