Empowering Conversation Starters and Tools for Pre-Client Meetings


Empowering Conversation Starters and Tools for Pre-Client Meetings

Educating the business owner is critical in triggering owner action and putting them on the path to active exit planning in their business and incorporating the financial and personal aspects into this strategy. Rather than sell the owner, we educate through intriguing and empowering the owner by utilizing different conversational elements and tools that allow them to better understand their business and how their personal and financial aspects fit into this overall plan.


Learning Objectives:

  • Understand intriguing and empowering behaviors
  • Understand proper conversation starters
  • Understand the key concepts to utilize in conversation with owners



About The Exit Planning Advisor Playbook Series:

The EPI Exit Planning Advisor Playbook Webinar Series is a FREE web-based continuing education presentation for EPI members and the general public.

How are financial advisors, accountants, consultants, attorneys, and M&A advisors implementing what they learned through EPI inside of their practices and with their owners? This webinar series is for professional advisors who are looking to build out a significant practice by incorporating exit planning concepts and processes into their marketing and services. Advisors also want to drive best practices and have better conversations with business owners. This series will feature experts in practice development, practice management, marketing and branding, delivery of exit planning services, tools and resources, and strategic planning. Accompanying speakers will be advisors just like you, sharing their stories. Register today and enhance your exit planning knowledge every month with EPI!



Exit planning is one of the fasting growing industries in the financial/professional services industry and EPI is committed to bringing you the best industry content, right at your fingertips! We are proud to offer hundreds of free webinars each year to keep you current on technical, business development, and special interest topics: designed to help you sharpen your skills and advance your career.

About the Presenter

Scott Snider

Scott Snider

Vice President,
Exit Planning Institute

Contact Scott

Scott Snider is the Vice President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development.  Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.  He leads his EPI Global team from the Cleveland headquarters office.

Scott Snider is a nationally recognized industry leader, growth specialist, 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 from larger competition, 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 at the time, was looking to dominate Northeast Ohio’s exit planning space.  Within one year, Scott took Aspire from an unknown start up 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.  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 thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

In 2018, Snider released his first book, Fishing for Value: A Short Story of Succession Planning, Business Growth, and Exit, which is a case study eBook that helps owners and advisors tackle the common problems that arise when an entrepreneur recognizes that transition is approaching on the horizon.  This book was released and utilized at the 2018 Exit Planning Summit in Nashville and is now available on Amazon Kindle.

Connect with the Presenter: Exit Planning Institute |  Website: https://exit-planning-institute.org/ | Phone: (216) 712-4244  |  LinkedIn: Connect with Scott