EPI Orlando Chapter Event | February 13, 2024 Practice Management Learn why a strong marketing

Learn why a strong marketing strategy is crucial to your clients' exit and how to help them find the right agency to partner with

Our first event will be on May 12th

five authors from the 2025 Author Showcase will also showcase their book during morning and afternoon breaks at this stage

At the same time

The following course and materials have been compiled to create a platform for advisors at Thrivent that hold the CEPA credential who wish to supplement their business development efforts through the facilitation of owner-facing educational workshops

EPI Orlando Chapter Event | February 13, 2024 Practice Management Learn why a strong marketingTopical discussion on trends in exit planning. Presentation by advisors in the work to business owners and professional advisors on how to increase value and lead to a successful transition for all involved. Explore the nuanced strategies employed by seasoned advisors as they delve into the dynamic landscape of exit planning trends. Gain valuable insights into the intricate process of enhancing business value and orchestrating a seamless transition,