Our new partnership with EPI, Exit Planning Institute, started in late May, when I traveled to the University of Chicago Booth School of Business, to certify some of their workers with CEPA. I am proud to announce that Social Jack is their official Social Selling learning provider for EPI.

The Exit Planning Institute is the premier provider of education, networking, professional development, and tools for exit planning professionals worldwide. Exit Planning Institute whose representatives are typically wealth managers, financial services, accountants, and other business related careers, want to add exit planning to their book of business.

Our Social Selling technique is essentially another product line for their members. Social Selling can be defined as, “the interaction between two people to get to an entire network.” This functions no differently than when people build a sports team. That’s the system we use: scouting, drafting, and building a core team around your book of business.

At EPI, we have been brought in to be part of their sales track, part of adding the view add of Exit Planning Institute is that they teach and certify you in how to help a business strategy exit but they also help teach you how to sale those services.

 

This is where the Social Jack curriculum, and modules for Social Selling have now become a standard as part of their modules that they deliver to the membership. We’re so excited to start working with EPI and their members to help them produce more new business by generating this new product and by having the knowledge of leveraging Social Jack and Social Selling.

Now let’s break down our business plan. Our curriculum is about people teaching people how to do social teaming. Social teaming is when people who are in practice management, (accountants and wealth managers) that have a network, but they don’t know how to organize their network. We then step in and teach them to structure their network, clients, friends and family and then convert that to into a powerful team to generate referrals.

 

As part of their CEPA certification, members of EPI are enrolled into two classes. The first was Social Selling 101: How to harness the power of social selling and thought leadership and Social Selling 201: How to build your influential network. Then members will migrate and become members of the Social Jack system, where they will be introduced to all 15 modules, bi-monthly coaching, and library of over 200 other classes.

About Social Jack

Social Jack is a Micro-Learning coaching and training platform that allows you to learn at your pace for your own objectives, sales, career, culture, business building or lifesyle. We use Social Teaming as an exclusive core to all of our programs. All learners will set an objective, get a game plan and quickly move into result driven power moves with a proven system. Over 100,000 professionals have been coaching and trained on this system and more information can be found at www.SocialJack.com.

About EPI

EPI is emerging as a worldwide recognized leader in the exit planning industry and is on a wave of momentum, powered by a strong, active community of CEPAs, members, faculty, board and leading industry experts. Our team is dedicated to accomplishing this vision, providing leading educational opportunities, certification programs, events, member support, and industry research for exit planning professionals in the United States and worldwide. More information about can be found at http://www.exit-planning-institute.org.