To build a high-impact corporate training program for financial advisors, focus on core skills, compliance, real-world case work, and ongoing feedback. At Susan Danzig, we’ve
CEPA credential earned, now what does your first 12 months look like? The first 12 months after earning the CEPA credential often mean building trust
Case study: how one CEPA used coaching to build a niche practice around exit planning shows how targeted support can help experts in the field
The quickest path for CEPA pros to expand AUM and develop client relationships is with transparent data-informed planning and transparent client conversations. Many CEPA advisors
To find out what CEPA advisors need to know about building referral partnerships is to uncover the steps and tips that assist in discovering, retaining,
For CEPA advisors, shapeshifting your own branded system — one that resonates with your values, matches your skill set, and appeals to what clients desire
Group coaching or private consulting: which is better for growing your cepa practice? Group coaching offers a combination of communal learning, peer motivation and affordability.
Business owners want assistance from professionals who understand exit planning, business growth, and value creation. Demonstrating genuine competence and confidence is essential for attracting business
Top 10 marketing mistakes CEPA professionals make tend to fall into familiar patterns that impede growth and suppress deep client confidence. Many advisors overlook obvious
If you lead an exit planning practice and want to grow, get better, or reach new goals, you should consider business development coaching. Owners experiencing
