CEPA Immersion (November 20th) - Powered by Cultivate Advisors

CEPA Immersion Event - (Nov 20th) - Powered by Cultivate Advisors

AGENDA:

8a - Doors open (pastries & coffee)

8:30a - Kickoff (Wealth & Value Gap)

11:30a - Lunch (Bub City BBQ)

12:30p - Afternoon Start (Value Acceleration + Planning Process)

3:30p - Finish

3:30 to 5:30p - Social event at Crust Brewing (lite bites & drinks provided)

"This is the best training I've had in 15 years" - Andrew Embery, RBC Wealth Management

" Top one or two trainings I've ever had" - John Bourgeois, Edward Jones

" This was an absolutely an amazing event - wish I would have been through this sooner." Todd Yeiter, Thrivent

Watch this short video overview

Are you a CEPA-designated wealth manager seeking to deepen your impact with business owner clients? Join us for a transformative two-day immersion training designed to elevate your advisory practice.

Key Takeaways:

• Overcome Owner Resistance: Learn strategies to initiate meaningful conversations that resonate with business owners' goals and challenges.
• Establish Peer-Level Trust: Position yourself not just as an advisor, but as a strategic partner integral to their business and personal success.
• Drive Early and Sustained Engagement: Implement proven frameworks to engage & maintain long-term client relationships, ensuring you're part of the journey well before and after the exit event.

Led by Casey Clark, CEO of Cultivate Advisors:

With firsthand experience as a founder who successfully exited his first business, Casey brings invaluable insights into what business owners seek in their advisors.

Have you ever wondered:

• Why owners ghost you?
• Why owners fail to engage in holistic planning?
• Why owners fire you after the exit?

Casey pulls back the curtain on how owners think and what you need to be prepared to do and say to avoid these traps.

Under his leadership, Cultivate Advisors has guided thousands of entrepreneurs, earning a spot on the Inc. 5000 list for six consecutive years.

He's going to share the tools, playbooks and frameworks Cultivate has used to engage 3,000+ business owners over the past decade - all customized for CEPA wealth management professionals.

Why Attend?

This isn't theoretical training. You'll gain access to the exact playbooks and tools that have been instrumental in engaging business owners in the Value Acceleration Methodology. Tailored specifically for CEPA wealth management professionals, this session will empower you to:

• Enhance your advisory approach with actionable strategies.
• Build deeper, more meaningful client relationships.
• Ensure your role remains pivotal throughout the business owner's journey, from growth to exit and beyond.

PLUS, you'll earn 10hrs of CEPA CE Credit!

You'll Learn How To:

✅ Position yourself as the trusted financial advisor business owners need.

✅ Build a Business Owner System that differentiates you in a crowded market.

✅ Understand the business owner mindset to forge lasting client relationships.

✅ Implement simple, proven Value Acceleration owner engagement strategies

✅ Master Enterprise Value talk tracks that open new client opportunities.

✅ Break down a business to uncover growth and advisory opportunities.

✅ Implement a repeatable, scalable process specifically designed for business owners.

Come join us at the CEPA Immersion Event happening at Zanies Comedy Club! You earned your CEPA designation — now it's time to unlock its full potential. Join the next CEPA Immersion Event, co-facilitated by Cultivate Advisors and the Exit Planning Institute (EPI), and learn how to build a thriving practice focused on business owners. This event is designed to help you elevate your practice to the next level. Don't miss out on this chance to immerse yourself in a supportive and inspiring environment. See you there!

Don't forget to book your hotel room. Take advantage of Crowne Plaza's discounted room rate of $159 a night! Conveniently located right next to the venue.

Included in your ticket price is a social event the evening of the 19th that includes dinner, open bar and networking with your fellow CEPAs. Location to be announced!

Also, this event will count for 10 hrs of CEPA CE Credits!

Event Venue & Nearby Stays

Zanies Comedy Club, 5437 Park Place, Rosemont, United States