How to Sell Exit Planning Services Workshop – San Francisco


Register Today

Your $695 Registration Includes:

  • Program tuition
  • Breakfast, lunch, and beverages during program
  • Program materials

*The How to Sell Exit Planning Services Day can be added on to the Certified Exit Planning Advisor Program August 2016 registration for a discounted rate of $500. If you are already registered for a 2016 CEPA Program and would like to add the associated Sales & Marketing day on, please contact the EPI Office via email or phone 216-712-4244.




The How to Sell Exit Planning Services Workshop is an interactive deep-dive workshop that arms professional advisors with clear techniques and strategic implementations to improve their marketing and sales performance.  After these five modules, attendees will understand methods to effectively engage business owners, strategically position their practice in the market, utilize marketing techniques, and execute proven sales strategies as well as have the opportunity to experience collaborative learning with like-minded exit planning advisors.


Program Agenda & Curriculumdivider

7:30am – 8:00am Breakfast & Networking

8:00am – 9:45am  Module One: How to Implement Exit Planning Services
Defining your brand and developing your written marketing plan.

10:00am – 11:45am Module Two: How to Find New Clients
Using lead generation strategies to deliver prospective clients.  Integrated campaign approaches that you can act on.

11:45am – 12:45pm Lunch

12:45pm – 2:15pm Module Three: How to Close Sales Opportunities
Delivering an effective sales presentation to a prospective client.

2:30pm – 4:00pm Module Four: How to Harness the Power of Social Selling and Thought Leadership
Social networks – the most effective way to get new sales.

4:00pm – 4:45pm Module Five: How to Build an Influential Network
Influential advisors – the key to consistent referrals.

4:45pm – 5:00pm Wrap-Up and Closing


Event Logistical Detailsdivider


  • The program will take place on Friday, August 5th, 2016 from 7:30am until 5:00pm.
  • The program event will take place at the University of San Francisco Downtown Campus at 101 Howard Street, San Francisco, CA 94105.
  • Our preferred event hotel for the group is the Harbor Court Hotel, it is located at 165 Steuart Street, San Francisco, CA 94105.  It is an approximate 5 minute walk from the Harbor Court over to the University of SF campus (about 2 blocks).
  • The University of SF and the Harbor Court are approximately 25 minutes from the San Francisco International Airport and 30 minutes from the Oakland International Airport.
  • *A group discounted rate is available at the Harbor Court Hotel, to book your room please call the Reservations Team at 415-617-2002 (refer to the Exit Planning Institute group) – discounted rate expires June 30, 2016.


Register Today