Value Growth Case Study CEPA Programs 2025 (General) The Making Referrals Predictable course

The Making Referrals Predictable course was created to take business advisors through the process of developing your own referral system and what key strategies to use to ensure yourself consistent new business as an advisor

Afterparty sponsorship credit

The planning also includes the creation of a trust to protect the client's assets while growing wealth for them and their family for multiple generations

Christopher Snider

Value Growth Case Study CEPA Programs 2025 (General) The Making Referrals Predictable courseThe Value Growth Case Study course was designed to provide a deep dive look into how Value Growth Advisors play a role in the value acceleration process. The value growth case study created for this course illustrates in real time what to look for, how to prepare, and how the process can play out over time. Upon completion of the course, you will be eligible for up to the following amounts of CE hours: VAK: 4 CPE: 3. 5 CFP: 3. 5