The following course and materials have been compiled to create a platform for advisors at Thrivent that hold the CEPA credential who wish to supplement their business development efforts through the facilitation of owner-facing educational workshops. The Owner Engagement Content Package includes all materials needed for the effective promotion and successful execution of the OwnerRoundTable™ program, a series of monthly sessions created to educate business owners in an intimate setting amongst their peers with the goal of intriguing and empowering them to take action.  In addition to the content, advisors will receive access to a course that teaches them how to facilitate effective workshops and an onboarding call to review materials, recommended program execution, and answer questions.

EPI Academy Courses & Materials: Conducting Effective Client Workshops Course & Owner Engagement Content Package 

Additional Elements: 60-minute Onboarding Call