Business Owner Prospecting and Engagement Choose Program Dates:NOV 16 - DEC 17 (2026) and business assessment correlated to

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By dissecting a real-life example

Attendees will learn the personal journey of three business owners that have gone through the full entrepreneurial journey

•    Long Term Success: Harness the power of the mastery courses to solidify lasting success for both you and your practice

Business Owner Prospecting and Engagement Choose Program Dates:NOV 16 - DEC 17 (2026) and business assessment correlated toBusiness Owner Prospecting and Engagement equips Certified Exit Planning Advisors with the insights, language, and tools necessary to attract, engage, and retain business owner clients. This EPI Academy Mastery Series is grounded in industry research and practical application, this course helps advisors go beyond theory, transforming data into actionable strategies, conversations into commitments, and one time engagements into long term relationships.