RAYNE IX is proud to be an Exit Planning Institute partner. Our Founder, Kiley Peters, is the creator and instructor of the EPI Marketing for the Professional Advisor Masterclass. This class is commonly opted into by those participating in the Certified Exit Planning Advisor (CEPA) program, but can also be taken independently by any small business owner.


Any professional advisor or small business owner. 

This masterclass is for any professional or small business owner looking to clearly identify their target audiences, build a more compelling brand, create effective and streamlined content that doesn’t take up 25 hours of their day, and ultimately, build their business with a focus on long-term sustainability.

This five-part on-demand masterclass is broken into five 30-60 minute video segments and comes with a robust playbook for you to follow along and start working on your business in real-time. Additional resources are shared within the masterclass and playbook to help you be more intentional with your time and successful in building your business.

This master class will answer the following questions
and many, many more:

  • How do I know who my target audience is?
  • How do I reach my target audience?
  • What messaging is most effective?
  • What types of content should I create?
  • How do I build an efficient, multi-platform editorial calendar that leads to results?
  • How can I build a lead generation pipeline for my business?
  • How do I disqualify leads?
  • What are digital marketing best practices relevant to my business?
  • Is branding and digital marketing relevant to my target audience?

"Kiley packed a ton of great ideas into this course and she makes marketing fun!
I'm already using a few things I learned and am excited to get to work on the other ones. I'm hooked.
This was the best next step for my business!"

Nicholas Goode, CPA, CEPA
LPL Financial Advisor, Vantage Point Planning

This masterclass covers the
following topics:

Identifying and Understanding
Your Target Audience

Building Your Brand & Core Differentiators

Creating Valuable Content
That Builds Your Business

Business Development Tactics & KPIs

Small Business & Advisor
Checklists & Resources

A few key takeaways from this
masterclass include:

Key Client Profile Creation & Client Grid Analysis

Business Values, Vision, Mission,
Goals & Strategies

Thought Leadership Content (TLC) Methodology

Editorial Calendar Creation

Productized Services

Effectively Disqualifying Leads & ROI Optimization

Digital Marketing & Technology Resources