Marketing Strategy versus Client Delivery?

The good news is…you don’t have to choose. Make plans to join the broadcasts this week.

The team at Exit Planning Institute is committed to bringing our community the best content in the industry to help them excel in the marketplace.  One way advisors and owners can access this content is through our robust virtual education options!

Two of the hottest topics from across the network continue to be:

  • Successful Marketing Strategies for Professional Advisors
  • Effective Client Delivery Methods for Exit Planning Advisors

We’d all like to market our services well.  We’d like to attract the best client opportunities and position our firm with the best brand presence possible. And once we obtain that new business, we want to be able to deliver our services effectively and for the right price.


We are pleased to invite you to join the two broadcasts offered this week:

Interested in marketing advice?

Don’t miss the Valentine’s Day webinar with Christine Hollinden, Founder of Hollinden Marketers + Strategists.  She runs the go-to marketing firm for advisors interested in creating an integrated strategy that addresses all angles of your business development reach.  Join her on the Exit Solutions Alliance webinar on Wednesday, February 14 at 1PM ET and learn “Marketing Solutions and Strategies for Professional Advisors.” Register now.


Do you work with businesses under 5 million?

You aren’t alone. The “Main Street” is a large market with needs, but for many advisors, it is a real challenge to help them as it often doesn’t work fiscally for the owner.  Too many advisors feel the only way to help these owners is to discount their services, which is not appealing either.  But there is a way to help owners of businesses under 5 million AND maintain your billable rate.

Meet Justin Goodbread, CFP®, CEPA, of Heritage Investors. Rather than leave this market need unaddressed, Justin streamlined and packaged his advice in a way that could truly advance a small business owner’s organization and achieve their goals time and time again. And this Thursday, Justin is our guest faciliator of the monthly CEPA Best Practices Virtual Mastermind Roundtable on the topic of “Main Street Exits: Billable Hours & Streamlining.” Join him and CEPAs from across the network on Thursday, February 15 at 1PM ET. Register now.


NOTE: The Monthly CEPA Best Practices Virtual Mastermind Roundtable is exclusively for Certified Exit Planning Advisors (CEPA). If you are interested in learning more about what is involved in becoming a CEPA, please visit or contact Josh Koza at

About Exit Planning Institute:

EPI LogoThe Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners.  We view exit planning as a strategy, not an event.

EPI leads the professional services profession with the best industry content, ongoing support, and owner education platform, all of which align with our mission: Change the outcome.

Only 2 out of every 10 businesses that come to market actually sell.  We want to increase the number of saleable businesses.

Only 30% of family businesses successfully transition to the second generation, only 12% transfer to the third, and the success rates diminish from there.  We want to improve those intergenerational transitions.

Of those that succeed in the sale of their business, 75% experience “profound regret” within one year of exiting their business.  We want to understand why and create strategies that achieve profound success, wealth, and satisfaction.

EPI is an education company, powered by an elite community of top advisors and owners, all focused toward creating a valuable, transferable future for the business marketplace.

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