Business Development Bundle (EPI Academy)

The Business Development Bundle is a collection of four strategic EPI Academy courses designed to empower you with the essential skills and insights needed to excel in your business development efforts as a professional advisor.

Immerse yourself in each course, enriched with real-world scenarios, practical case studies, and actionable insights that seamlessly enhance your sales interactions. Experience a transformative impact as you elevate your sales acumen, establishing enduring relationships with influential business owners that pave the way for a consistent flow of lucrative sales opportunities.

Upon completion of each course, you will be eligible for up to the following amounts of CE hours: VAK: 12 | CPE: 9 | CFP®: 3.5

Package includes the following EPI Academy courses:

• Selling to Business Owners: Are you ready to unlock a world of opportunities by effectively selling to business owners? This comprehensive course is your key to mastering the art of business owner sales, arming you with the essential skills and strategies to navigate this unique and high-stakes market with confidence. (Value Acceleration Knowledge Hours: 4 | CPE Hours: 3.5)
  
• Making Referrals Predictable: Are you tired of leaving your referrals to chance? Unlock the secrets to generating consistent and predictable referrals with our comprehensive and results-driven course. Referrals are the lifeblood of any successful business, and now you can harness the power of proven strategies to make referrals a reliable and strategic part of your growth strategy. (Value Acceleration Knowledge Hours: 3 | CPE Hours: 2)
• Empowering Conversations with Owners: Communication is the key to unlocking fruitful relationships with business owners. In this course, you'll learn how to articulate your value proposition persuasively, adapt your communication style to suit different personalities and generations, and establish trust that forms the foundation of lasting relationships. (Value Acceleration Knowledge Hours: 3 | CPE Hours: 1.5 | CFP® Hours: 1.5)
• Behind the Conversation: Tap Into Your Quiet Confidence and Unlock Engagement Potential: 

  We all wish business advisory work was just about our technical ability. But today's clients require more, they require advisors with a quiet confidence. This course was created to take you through the process of attracting, engaging, and retaining clients by utilizing a new set of communication and counseling tools, instead of the standard technical ones. (Value Acceleration Knowledge Hours: 2 | CPE Hours: 2 | CFP® Hours: 2)