EPI Business Services
Coaching For Exit Planning Advisors
Are you looking for even higher levels of success, enjoyment and meaning in your practice and life?
Are you fully realizing your potential and the opportunities your CEPA designation makes available to you?
Our coaching program covers areas like, but is not limited to:
Helping you get a vision for your practice and life that genuinely excites and inspires you. Identifying your unique personal and professional strengths - those things that you are really good at and love to do, those
activities that contribute the most to your success. Establishing the time management practices that see you doing far more of those things you are great at, that make the
biggest difference to your success. The introduction to new software tools and products to make your life easier. Showing you new ways to host successful business, development seminars. Identifying your ideal clients, referral sources that you want to focus your practice on. Identifying, your brand or position in the marketplace that sets you apart from all other advisors and gives your ideal
clients the reasons they need to choose to work with you. Identifying the most easy and effective marketing strategies, deliverables that will allow you to naturally raise
your profile, stand out, get noticed and get hired. Establishing a phased in plan to build the team around you to give you the support you need to take your practice
to the next level. Demonstrating potential new revenue streams through your exit planning practice. Introducing you to back office situations to make you more productive and efficient while serving your clients.
Free Consultation
If you would like to explore what an Exit Planning Coach might do for you, please contact
me via email or by telephone.
Peter G. Christman, CEPA
Phone: (847) 303-6554
Cell: (815) 404-3001
Email: Peter Christman
Co-author of the critically acclaimed book, "The $10 Trillion Opportunity: Designing successful Exit Stratigies for Middle Market
Business Owners."
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