Our special guest today is none other than Todd Krough, incoming President of the Twin Cities Metro Area EPI Chapter. Todd is also a financial advisor and wealth planner with MN Bank & Trust and is a CEPA as well. Todd has been an active member of the Chapter, almost since its inception in 2016. Our discussion today revolved around how the Chapter has been integral in helping professional advisors become more equipped to assist their clients with successful exits.
When the credential "Certified Exit Planner" first came to be, advisors and owners alike were not familiar at all, and the process was foreign. Fast forward 15 years, and now exit planning is a 'thing'; recognized as an industry across disciplines and talked about in business owner circles nationwide.
What do CEPAs actually do for business owners that other advisors can't do? First, understanding the process of exit planning, who's involved and why it's important is essential to figuring out how to get it done. CEPAs are well versed in the why, who, what, and how of exit planning. It reduces stress on the part of the owner, knowing they've got an expert on their side who has their back, and can coordinate the process with and between the other advisors on the team, so the owner can be about the business of running their business!
The Chapter has been such an essential tool for so many advisors in building their practices over the years. Ask any advisor or CEPA who's had a long-term membership in a Chapter and they will attest to that fact.
Listen to the episode to learn more!
Find Todd here!
đź“Ś Find the Exit Planning Institute Twin Cities Metro Area Chapter here!
Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor
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