How to Sell Exit Planning Services Workshop – Las Vegas


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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 2016 International Summit registration for a discounted rate of $450. If you are already registered for the 2016 International Summit 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


  • Date/Time: The program will take place on Wednesday, September 21st, 2016 from 7:30am until 5:00pm.
  • Location: Hilton Lake Las Vegas, 1610 Lake Las Vegas Blvd, Henderson, NV 89011.
  • Room Reservations: A discounted room rate is available at the Hilton Lake Las Vegas.  To make your reservation, book online by clicking here or call (702) 567-4710 and refer to group code EXIT16.


Register Today