Kickstart Your Credential Bundle (Corporate Legacy)

Kickstart Your Credential Bundle: Gain access to three insightful sessions all focused around helping newly certified advisors hit the ground running as a CEPA. 

• Exclusive Live Webinar with Scott Snider, President of Exit Planning Institute.
  • In this live webinar, Scott will discuss how to leverage the language and tools given to the advisor through the CEPA Program to gain more access to business owners and land more engagements. Scott will talk to the language and approach that is most effective with owners, the resources to utilize with owners, and how to leverage the EPI Community for team building and a referral network. There will also be time for Q&A and be recorded for the attendee’s reference.  
  • Hosted live on SEP 10th at 1pm EST (Recording added to Member Center after)
• Two EPI Academy Courses (Online, Self-Paced)
  • 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.
  • Accelerate Your Exit Planning Practice: During this course, presenter Julie Keyes (value advisor, author, podcaster, and award-winning CEPA), will take you through everything she has learned and experienced in building her own exit planning practice. Giving you a better understanding of key areas to focus on in order to implement these strategies and systems into your own business.