Strategic Mentor Group:

Strategic Framework/Project Plans


Strategic Mentor Group: Strategic Framework/Project Plans

Thanks to the Harvard study, it is no secret that there is a direct correlation between written goals and earning potential. Statistically speaking, those with written plans on how to achieve their vision outperform and out-earn those without by more than ten times! Join this months broadcast with growth specialist, Scott Snider, who will go cover how creating strategic project plans can aid in your personal development.

All CEPAs have goals and objectives every year. For some, it is to improve client engagement. For others, it might be to effectively implement exit planning services into their existing firm platform. Many want to improve their ability to attract high net worth prospects.  And who doesn’t want to simply get truly effective at growing their practice? You likely have goals that you’d like to see happen in 2019, too. The Strategic Mentor Group is here to help you.


About S.M.A.R.T. CEPA Strategic Mentor Group:

We all know setting goals is important to success, but it is the strategy behind the goal that is just as, if not more, important. It is key to set S.M.A.R.T. (Specific, Measurable, Attainable, Realistic and Time Bound) goals. This year the CEPA Strategic Mentor Group will focus on three topic areas; personal development, interoffice communication and business development. Hosted by growth specialist Scott Snider, marketing strategist Brooke Norman and guest industry experts.  Each month, you will be surrounded and supported by fellow CEPAs sharing stories, developing ideas, finding solutions, and resolving issues, while keeping each other accountable to fulfilling plans and becoming a better advisor and professional. This elite CEPA group becomes your sounding board for best practices, troubleshooting, creative ideas, and peer support.



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 for advanced workshops for advisors.

Scott Snider

Scott Snider

EPI Vice President, Snider Premier Growth Operating Partner

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 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.