Effective Sales Funnel Management


Make Plans to Attend the Greater Chicago Chapter Relaunch Event: June 26!

Effective Sales Funnel Management:

What strategies do you currently use to win new business opportunities? And what is different about selling exit planning services? Do you understand how to fill your sales funnel and manage those opportunities effectively to the benefit of you and your existing clients?

Take a strategic look at your business, processes, and models, and explore how you can increase your revenue and streamline your marketing efforts through effective sales funnel management.

About the Presenter:

Learn from Exit Planning Institute Vice President, Scott Snider, on effective strategies for building success into your exit planning line of service.

Learning Objectives:

  • Identify how advisors successfully utilize exit planning in their existing practice
  • What exit planning services have had success (value advisor, collaboration, both)
  • How to successfully manage an exit planning sales funnel


Meet the New Chapter Leadership!

EPI Global is pleased to introduce the new Greater Chicago Chapter President: Brett Spencer, MS, CFP®, CEPA, of D3 Financial Counselors!  Spencer, supported by the new leadership team including former President, Barry Goodman, Joy Mkrdichian, and Ed Nichols, will re-establish a monthly hub for Chicago advisors looking to expand their circle of influence and align with other top advisors operating within the exit planning community. Connect with Brett on June 26 or by reaching out now.

We’d also like to thank Barry Goodman, CEPA, CM&AA, CPA, of SVA Value Accelerators, for his years of leadership as the EPI Greater Chicago Chapter President! The Chapter has thrived under your stewardship and we look forward to your involvement and insights on a local, regional, and national level for years to come.


Doors open for breakfast and networking at 7:30 A.M. at Lloyd’s Chicago.

Address: One South Wacker, S Wacker Dr, Chicago, IL 60606


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIChicago.org.

About the Presenter

Scott Snider

Scott Snider

Vice President, Exit Planning Institute

Contact Scott

Meet Scott Snider, EPI Vice President, skilled growth specialist, nationally recognized industry leader, and lifetime entrepreneur.  Two of Snider’s biggest talents: market penetration and rapid growth strategies.

In fact, Snider launched his first business at the age of 17, which he grew exponentially, winning accounts away from larger competitive companies, and establishing notoriety in his local marketplace.  At 24, he sold to a strategic buyer (his first “exit”) and joined forces with Chris Snider’s private exit planning and M&A firm, Aspire Management, who was looking to dominate Northeast Ohio’s exit planning space.

Within one year, Scott took Aspire from an unknown startup to one of the most influential boutique advisory firms in Cleveland, citing over 13 publication pickups, a full client book, and a COI network that included every specialty from across the exit planning ecosystem.  His strategy was integrated, calculated, and educational, prompting high interest and leading prospects to the next crumb in the trail.

With their combined passion for business strategy and serving owners and advisors alike, Snider and Snider purchased the Exit Planning Institute (EPI), introduced the Value Acceleration Methodology, wrote an award-winning book, and effectively increased the business size by 10x.  Scott Snider knows how to educate clients, achieve market distinction, and deliver real results.

Email Scott | Connect with Scott on LinkedIn | Call (216) 712-4244

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour


NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.