So you’re a CEPA… Positioning Your Financial Advisory Practice for Working with Business Owners

Congratulations! You have obtained your CEPA designation! But, what do you do now? How do you monetize this designation and position your financial advisory practice for working with business owners? This presentation will focus on building a world-class exit planning team, identifying the wealth management services you will be offering and detailing the process and client experience you are delivering, communicating your value to business owner clients and prospects, and the steps you need to take to be ready to go to market. This is all about embedding yourself with business owner clients far before the liquidity event with a defined set of deliverables that will support the right partnerships and create revenue opportunities.