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home > Financial Advisor Bundle (Corporate Rate) > Financial Advisor Bundle (Corporate Rate)

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Financial Advisor Bundle (Corporate Rate)Learn 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

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Why choose thelockerguy wholesale?

Learn 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 Exit Planner of the Year, Justin Goodbread, CEPA®, CFP®, CVGA, as he shows you how financial advisors can incorporate the Value Acceleration Methodology™ into both what you do as fiduciary for your clients, and your own practice.
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.

Summit Session Recording:

Embracing Value Acceleration for an 8 Figure Exit: Discover how the CEPA program sparked a transformative idea. Learn from Justin Goodbread about his exact processes, planning steps, emotional resilience, key lessons, and value acceleration framework that fueled his success as a financial advisor.

Financial Advisor Case Study:

Learn how the McPeak Wealth Management Group leveraged the CEPA credential for success, with their key focus of helping business owners align their financial outcomes with their personal goals.

Financial Advisor Bundle (Corporate Rate)

Name: Financial Advisor Bundle (Corporate Rate)
Brand: crewmailservices.com
SKU: 46376311977
Price: 175.00 USD
Availability: InStock
Rating: 4.1917 (1804 reviews)