How to Sell Exit Planning Services Workshop:


Program Overview

The How to Sell Exit Planning Services Workshop is an interactive deep-dive workshop that arms professional advisors with clear techniques and strategic implementations to improve their marketing and sales performance. Attendees will learn methods to
effectively engage business owners, strategically position their practice in the market, utilize marketing techniques, and execute proven sales strategies.

Program Curriculum:

MODULE ONE: Creating a Plan for Launching Your Practice
Instructor: Scott Snider, Vice President, Exit Planning Institute

  • Critical Path planning
  • Building SMART implementation goals
  • Next 90 Day’ planning for three types of advisors (exercise)

MODULE TWO: Creating Your Results-Driven Marketing Strategy
Instructor: K. Brooke Norman, VP Marketing, Exit Planning Institute

  • Core Concepts, Messaging, and Building Your Ideal Buyer Profile (exercise)
  • Filling Your Sales Funnel (Lead Generation)
  • ‘Rate Your Marketing’ Tactics and Success Tips (exercise)

MODULE THREE: Adopting a Successful Selling Process
Instructor: Scott Snider, Vice President, Exit Planning Institute

  • Using a Proven Sales Techniques to Reach Owners & Win Engagements

Pre-Read Materials & Requirements:

No pre-reading materials or advanced preparation is required.
You will be provided digital presentations, worksheets, handouts, three copies of Chris Snider’s book for business owners, Walking to Destiny: 11 Actions an Owner Must Take to Grow Value & Unlock Wealth, and an Integrated Marketing Kit for your participation in this interactive workshop.


“As a result of my education and certification from EPI, I am much better prepared to work in the exit planning market. In addition, the materials and educational support I receive on an ongoing basis from EPI is  far superior to other programs that specialize in this market.” Jan Graybill, CFP®, CLU, ChFC, CEPA®, MSFS, CEO & Managing Partner of Legacy Planning Partners.

Brooke Norman

Brooke Norman

EPI Vice President of Marketing | Marketing Specialist

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Scott Snider

Scott Snider

EPI Vice President, Nationally-recognized Entrepreneur

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