SESSION OVERVIEW
The Exit Planning Summit features an assortment of session types to fully immerse advisors in exit planning content from industry experts, partners, and thought leaders.
Most CEPAs leave Summit with a stack of business cards and no new referral relationships. This session was built from your feedback asking for real practice talking with other centers of influence. You will sit in a tight circle of ten peers, mixed by profession, and take the hot seat on the three questions every referral source silently answers about you. Are you worth meeting? Are you worth buying from? Are you worth referring? Your table tells you which answer landed and which one would stop them from referring you. At halftime you step out and call one of your own COIs or clients to book a meeting where they answer those same three questions about you. Then you rotate to a new table and take the hot seat again, sharper. You leave having met up to twenty CEPAs, with language that works in any room, and with at least one meeting booked before the session ends.
-
Explain why a referral is a transfer of risk rather than a transfer of information, and why most conference networking produces contacts instead of referral partners.
-
Deliver a clear, specific answer to the Three Worths: why you are worth meeting, worth buying from, and worth referring.
-
Use structured peer feedback to identify which parts of your positioning build a referral source's confidence and which parts undermine it.
-
Ask a center of influence for a Three Worths feedback meeting using a tested script, and book that meeting before leaving the session.
-
Evaluate potential COIs using the same Three Worths filter they use to evaluate you.



