Exit Planning Institute

CEPA to Specialist: How Financial Advisors Win with Business Owners

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Please note: This event is exclusive to financial advisors.

This interactive session is designed to help advisors transform their CEPA designation into a repeatable framework for growth. Through live role-plays, practical talk tracks, and proven strategies, attendees will learn how to strengthen relationships with business owners, expand their book of business, and position themselves as trusted Business Owner Specialists. Led by Casey Clark, CEO of Cultivate Advisors, the workshop will open-source the exact tools and playbooks used to engage more than 3,000 business owners—and show participants how to implement them immediately. Limited to 200 attendees.

When: Sunday, April 19 | 8:00 – 11:30 AM EST

Where: Gaylord Opryland Resort & Convention Center in Nashville, TN