JOE STRAZZERI

Joe Strazzeri is a best-in-class CEPA, leading the profession with his fellow members of EPI's Thought Leadership Council. He is a recipient of the EPI's Exit Planner of the Year. Joe’s book, Motive, helps advisors to understand the business owner mindset through a deep and uncommon insight into the invisible guest in their wealth-based relationships. Financial Planning is one of the three critical legs of the stool. Through boots on the ground exercises and real client stories, Joe helps advisors create more growth and impact through understand the business owners' relationship with wealth. 

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Joe Strazzeri is a best-in-class CEPA, leading the profession with his fellow members of EPI's Thought Leadership Council. He is a recipient of the EPI's Exit Planner of the Year. Joe’s book, Motive, helps advisors to understand the business owner mindset through a deep and uncommon insight into the invisible guest in their wealth-based relationships. Financial Planning is one of the three critical legs of the stool. Through boots on the ground exercises and real client stories, Joe helps advisors create more growth and impact through understand the business owners' relationship with wealth. 

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