Exit Planning Institute

Financial Advisor Bundle (Corporate Legacy)

$450.00 ~~$698.00~~

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Learn how to elevate the impact of your CEPA credential as a financial advisor and better position yourself to qualified business owners with this diverse set of resources and tools, providing a unique focus on the financial advisor's role on the exit planning team.

This bundle includes:

EPI Academy: Get exclusive access to two online, self-paced EPI Academy courses, including:

Implementing Value Acceleration as a Financial Advisor: Join EPI's 2022 Exit Planner of the Year, Justin Goodbread, CEPA®, CFP®, CVGA, as he shows you how financial advisors can incorporate the Value Acceleration Methodology™ into both what you do as fiduciary for your clients, and your own practice.
Empowering Conversations With Business Owners: Elevate your advisory practice and master the art of impactful conversations with business owners. Learn to communicate effectively, understand their unique needs, and position yourself as a trusted advisor in the business owner landscape.

Summit Session Recording:

Embracing Value Acceleration for an 8 Figure Exit: Discover how the CEPA program sparked a transformative idea. Learn from Justin Goodbread about his exact processes, planning steps, emotional resilience, key lessons, and value acceleration framework that fueled his success as a financial advisor.

Financial Advisor Case Study:

Learn how the McPeak Wealth Management Group leveraged the CEPA credential for success, with their key focus of helping business owners align their financial outcomes with their personal goals.