The Power of Marketing

We’re starting Q2 focused on growth and progress. Whether you are an EPI member or not, we are preparing all advisors to continue 2018 strong. And a critical piece of growth is marketing. We understand that marketing is never easy, but it is necessary to grow and expand. Great marketing builds trust, name and brand recognition and allows you to become a go-to expert in your field.

This month, EPI Vice President of Marketing, Brooke Norman, is kicking Q2 off by hosting two webinars focused on how to harness the power of marketing.

I know, I know…social media is not a high priority on most productive advisors list of things to do.  But did you realize that social media isn’t in place for you to simply “like” things and have others “like” you while you engage in shallow interaction and cat videos?  It is one of the most powerful SEO drivers available at your fingertips today.

Learn three user-friendly things you can try right away on your social media platforms to increase your visibility and gain more traffic to your personal brand and website (and capture those leads).

Join the monthly EPI Business Development webinar series, hosted by growth specialist Scott Snider and marketing strategist Brooke Norman, to learn how to connect with owners, create vertical messaging in your marketing efforts, capture attention from PR & media, and win more exit planning business.

Learning Objectives

  • List the four areas that can impact business growth
  • Map a path from social activity to your website to your lead capture forms
  • Identify how social media related to SEO page rank


Are you utilizing all the benefits that are included with your membership through the Exit Planning Institute? Are you learning from what other CEPAs are doing? Are you connected to the network?

Join this live broadcast series as we provide tips, techniques and coaching to ensure you’re getting the most value in the following areas: (1) Marketing, (2) Continuing Education & Research, (3) Advisor Tools, and (4) Support/Networks.

This month, Brooke Norman will provide marketing tips for professional advisors.

Exit Planning Institute is the authority in exit planning and value acceleration and Certified Exit Planning Advisors are leading the industry and changing outcomes. The Monthly Member Access series is your opportunity each month to connect with the EPI Global pulse.


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.

Leave a Reply

Please log in using one of these methods to post your comment: Logo

You are commenting using your account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: