Sessions Overview
The Exit Planning Summit features an assortment of session types to fully immerse advisors in exit planning content from industry experts, partners, and thought leaders.
Lead by EPIs President Scott Snider, the best in class advisors panel introduces the audience to three award winning CEPAs include Exit Planner of the Year recipients, Joe Strazzeri, Melisa Silverman, Joe Seetoo, and Justin Goodbread. During this interactive panel discussion and Q&A session the attendees will explore strategies to unlock the methodology, implement the approach, gain confidence, land more business owner clients.
- Identify best practices used by award-winning CEPAs to successfully implement the Value Acceleration Methodology.
- Describe practical strategies to confidently introduce and apply the methodology with business owner clients.
- Explore proven approaches to positioning and differentiating as a CEPA in the marketplace.
- Apply insights from top-performing advisors to attract and win more business owner clients.
