How to Use the Value Acceleration Methodology in Your Practice and Your Marketing Strategy

EPI BUSINESS DEVELOPMENT WEBINAR SERIES

How to Use the Value Acceleration Methodology in Your Practice and Your Marketing Strategy


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.

Join Scott Snider, Vice President of the Exit Planning Institute, as he discusses how to navigate and use the CEPA Platform offered by EPI, ideas on how to create awareness and drive new business, and how the value of being a part of EPI can generate new business for you when properly utilized.

LEARNING OBJECTIVES:

  • Measure how many existing clients meet the “Ready Now” exit planning criteria
  • Cite statistics from recent State of Owner Readiness™ Reports
  • Describe the Value Acceleration Methodology™

 

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.

Connect with the Presenter: Exit Planning Institute: 14701 Detroit, Suite 430, Lakewood OH 44107  |  Website: www.Exit-Planning-Institute.org  |  Email: SSnider@Exit-Planning-Institute.org   |  Phone: (216) 712-4244  | LinkedIn: Connect with Scott

SHARPEN YOUR MARKETING & GROWTH STRATEGY

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. Visit www.HowtoSellExit.com for advanced workshops for advisors.

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The Exit Planning Institute believes in constant professional development. You can always continue to learn and grow. We strive to bring you consistent, thought-provoking and topical broadcasts, to help you, your business, and your clients. EPI is proud to provide hundreds of webinars on technical, business development, and applicable topics each year to thousands of advisors across the globe.

Want to showcase your expertise and teach on an EPI webinar? Contact EPI to learn more.