The CEPA Growth Framework: Targeting, Attracting, and Winning Business Owner Clients
In this webinar, Micah Brandenburg, president of Legendary Exits, presents to CEPAs and wealth advisors on the CEPA Growth Framework. He emphasizes achieving exponential growth through foundational elements like brand clarity and targeted client engagement. Micah also discusses understanding customer profiles, defining unique value propositions, and having a compelling business vision. The webinar also highlights the importance of targeting high-value clients and effective promotional strategies and concludes with a Q&A, offering practical advice on monetization and partnerships, equipping attendees with actionable insights for sustainable growth in their practices.
Highlights from this webinar include:Â
Growth Framework Overview (3:12)
Brand Clarity (10:36)
Customer Clarity (11:32)
Mission, Vision, and Values (15:27)
Lead Generation Focus (18:08)
Three Ways to Gain Clarity (21:45)
Go-to-Market Strategy Overview (26:29)
Targeting Clients (30:22)
Tools for Targeting (40:39)
Inbound vs. Outbound Growth (46:45)
Messaging and Copywriting (49:47)
Creating Micro Offers (53:27)
Recap and Conclusion (55:14)
Partnerships Program Overview (57:42)
Q&A Session (58:27)
Differentiating as a Wealth Manager (1:02:46)
Using AI for List Building (1:05:36)
Closing Remarks and Future Engagement (1:06:50)
Micah Brandenburg, founder of Legendary Exits, hosts exclusive webinars designed to help business owners and advisors navigate the complexities of exit planning with clarity and confidence. With over 20 years of experience in scaling businesses, securing $500MM+ in capital, and guiding countless entrepreneurs toward successful exits, Micah brings real-world expertise to every session. These webinars cover key topics like maximizing business value, best-in-class performance, and strategic exit execution—providing actionable insights that drive results.
The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
