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Identify personal and financial readiness issues and questions to ask an owner
Self-Paced) Empowering Conversations with Business Owners: Elevate your advisory practice and master the art of impactful conversations with business owners
Learn the concepts of exit planning and value acceleration and earn the Certified Exit Planning Advisor (CEPA) designation now
Enroll in the Selling to Business Owners Bundle today and embark on a journey toward unparalleled sales success
January 26
Financial Advisor Bundle (Corporate Legacy) Drive Value Identify personal and financial readinessLearn 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. This bundle includes: EPI Academy: Get exclusive access to two online, self paced EPI Academy courses, including: Implementing Value Acceleration as a Financial Advisor: Join EPI's 2022
US$ 200.00
US$ 100.00
