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.




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
