{"product_id":"financial-advisor-bundle-corporate-legacy","title":"Financial Advisor Bundle (Corporate Legacy)","description":"\u003cdiv data-olk-copy-source=\"MessageBody\"\u003eLearn 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. \u003c\/div\u003e\n\u003cdiv\u003eThis bundle includes:\u003c\/div\u003e\n\u003cul data-editing-info='{\"applyListStyleFromLevel\":false,\"unorderedStyleType\":2}'\u003e\n\u003cli\u003e\n\u003cdiv\u003eEPI Academy: Get exclusive access to two online, self-paced EPI Academy courses, including:\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cul data-editing-info='{\"applyListStyleFromLevel\":true}'\u003e\n\u003cli\u003e\n\u003cdiv\u003e\n\u003cb\u003eImplementing Value Acceleration as a Financial Advisor:\u003c\/b\u003e 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\u003ci\u003e™\u003cspan\u003e \u003c\/span\u003e\u003c\/i\u003e into both what you do as fiduciary for your clients, and your own practice. \u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cdiv\u003e\n\u003cb\u003eEmpowering Conversations With Business Owners:\u003c\/b\u003e 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.\u003c\/div\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cli\u003e\n\u003cdiv\u003eSummit Session Recording:\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cul data-editing-info='{\"applyListStyleFromLevel\":true}'\u003e\n\u003cli\u003e\n\u003cdiv\u003e\n\u003cb\u003eEmbracing Value Acceleration for an 8 Figure Exit:\u003c\/b\u003e 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. \u003c\/div\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cli\u003e\n\u003cdiv\u003eFinancial Advisor Case Study:\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cul data-editing-info='{\"applyListStyleFromLevel\":true}'\u003e\n\u003cli\u003e\n\u003cdiv\u003eLearn how the \u003cstrong\u003eMcPeak Wealth Management Group leveraged the CEPA credential for success\u003c\/strong\u003e, with their key focus of helping business owners align their financial outcomes with their personal goals. \u003c\/div\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/ul\u003e","brand":"Exit Planning Institute","offers":[{"title":"Default Title","offer_id":40841247719459,"sku":null,"price":450.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0287\/8482\/0259\/files\/SellingtoOwnersBundle_1.png?v=1748531643","url":"https:\/\/exit-planning-institute.myshopify.com\/products\/financial-advisor-bundle-corporate-legacy","provider":"Exit Planning Institute","version":"1.0","type":"link"}