You are an exit planner. You can help owners create strategies that will reduce risk, build value, and harvest wealth. Your credential is listed on your business card and you are ready for the floodgates to open…now what?
As much as we’d like to simply learn new skills and have a line of clients waiting to pay us for our expertise, it is unlikely that demand will build itself. Exit planning is personal, transformational, and unique. And it will take new business development skills and effort to fill your sales funnel and put your practice in a position of abundance versus scarcity. We can help.
Chances are you are one of three types of exit planning advisors (or you are deciding which one to be). Come on this broadcast to learn the strategies that are working for each group so you can gain insights from others like you.
Join the monthly EPI Business Development webinar series, hosted by growth specialist Scott Snider and marketing strategist Brooke Norman, to learn how to connect with owners, create vertical messaging in your marketing efforts, capture attention from PR & media, and win more exit planning business.
- Cite statistics from the State of Owner Readiness Survey™
- Develop an integrated owner engagement strategy
- Identify differentiation between generational messaging (Boomer vs Millennial, etc.)
- Calculate the existing opportunity within your advisory firm
About the Instructor:
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 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