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 […]
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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 […]
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 […]