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 Exit Planning Summit History…Then and Now

The Exit Planning Summit History…Then and Now

The Exit Planning Institute’s annual gathering, today known as The Exit Planning Summit, will be celebrating its 6th anniversary, while our designation, (Certified Exit Planning Advisor [CEPA]) will celebrate its 10th anniversary.  Additionally, EPI has now been under the leadership of Snider Premier Growth’s (SPG) for five years…and for myself, I am entering my third […]

Bringing Together 100 Top CEPAS

Bringing Together 100 Top CEPAS

I consider the annual International Summit to be the “superbowl” of EPI.  And as if it wasn’t enough, 2017 marks the celebration of our CEPA credential’s 10-year anniversary!  Exit Planning Institute and our high-caliber network of advisors are on a wave of momentum and I am proud to create a gathering each year to reconnect with our […]

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