Webinar Invite: The Best Possible Experience (from a Few Days in Naples)

Webinar Invite: The Best Possible Experience (from a Few Days in Naples)

The 2017 Exit Planning Summit is the most significant advisor event in the industry with a massive lineup of education, activities, and events to experience in a few short days.  On top of 6-star rated education, once-in-a-career keynote sessions, 10TH anniversary celebration, and influential networking, the Summit connects you with premier exit planning providers and […]

From Success to Significance

From Success to Significance

The Client Experience Institute co-founders, Marc Rosen and Judy Bodenhamer, have partnered with EPI’s 2017 Exit Planning Summit to bring transformational education to you during the post-Summit advanced workshops on Wednesday, September 13. Program Details: Moving Beyond the Trusted Advisor – From Success to Significance Professional service providers are being challenged like never before to […]

The EPI Weekly Update: August 5

The EPI Weekly Update: August 5

This blog post has been contributed by the communication team at the Exit Planning Institute, an organization dedicated to providing the best industry content, ongoing practice support, and owner education to the middle market.   EPI VP, Snider, speaking on “Triggering Owner Action” in Indianapolis this month The single biggest challenge facing exit planning advisors […]

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