Financial Advisors Best Practices Panel

About This Panel

In this best practices session, advisors will gather insights on marketing, implementation, and how to build exit planning teams. They will also learn how to manage the Value Acceleration Methodology, what tools and resources to use, and how to incorporate the methodology into their practice successfully.


Exit Planning Summit speaker Michael Sheppard

Michael Sheppard

Exit Planning Summit speaker Chris Kurdziel

Chris Kurdziel

Exit Planning Summit speaker Brian Baum

Brian Baum

Exit Planning Summit speaker charles jarrett

Charles Jarrett

Exit Planning Summit speaker allen harris

Allen Harris

Learning Objectives:


Understand how to launch an exit planning practice


Understand how to integrate the CEPA process and concepts into your conversations


Understand the appropriate marketing tactics needed to launch and engage owners


Understand how to engage business owners with better conversations