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As a CEPA, you understand the value of a long-lasting working relationship with the rising generations, both pre and post the liquidating event. But how can you seamlessly engage them as part of your service offering? We provide a turnkey “FamTec” solution (system, technology, and process) as the “missing link” to the collaborative Exit Planning Team’s toolkit.
www.CEPA-MTM360.com is the way to become the quarterback of the “more than money / preparing heirs” element of the exit planning process.
Learn how to become a “CEPA-Align Partner” and have your own MTM-360 dashboard that provides you with a global view of all family members “more than money wealth.”
Whether you are a DIY advisor or wish to collaborate with our MTM-Navigators that are trained to handle individual family consultations and family forum facilitation, we provide you with the tools to meet your needs.
You will leave this session with a new high-margin, residual revenue source as a CEPA.