Six Month Formula: 10 Exit Planning Advisors Who Captured the Eyes of the Marketplace

Six Month Formula: 10 Exit Planning Advisors Who Captured the Eyes of the Marketplace

Original article found at www.SniderValueIndex.com   Question: How did a diverse, competitive group of advisors capture the eyes of the media and business owner community? Answer: Integrated Collaboration. [DEC 2016] The Launch. Last year in Minneapolis, Julie Keyes, President of the EPI Twin Cities Metro Area and Founder of KeyeStrategies, joined the chapter network and […]

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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