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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.

Business owners are signaling — clearly and at scale — that they want a different kind of advisor relationship. In this 45-minute session, John Bowen shares findings from the CEG Insights Entrepreneur & Business Owner Study (n=3,108) and walks credentialed CEPAs through a practical conversation framework — the Credibility OS — for translating exit-planning expertise into higher-value business-owner conversations. The session closes with a clear next-step pathway into the Business-Owner Conversation Starter Kit and the new CEPA® FA Accelerator™ Founding Cohort — a joint program from the Exit Planning Institute® and CEG Worldwide built as the execution lane between CEPA® foundation and Mastery. 

John Bowen

  •  Interpret three independent signals from the CEG Insights Entrepreneur Study — advisor switching, the succession-planning expectation gap, and the virtual family office whitespace — and what each implies for their next 12 months of business-owner conversations.

  • Apply the four-step Credibility OS — Promise, Proof, Story, Bigger Promise — to structure a 25-minute business-owner meeting that ends with a specific next step.

  • Match opening language and proof points to one of four research-based business-owner personas: Confident Growth Leaders, Cautious Steady Operators, Resource-Hungry Digitals, and Expanding Pragmatists.

  • Identify the right next step from this session — the Business-Owner Conversation Starter Kit, a Fit Interview for the Founding Cohort, or independent application of the framework — and how the CEPA® FA Accelerator™ complements CEPA® and Mastery as a practical execution bridge.