10 Mindset Shifts for Professional Advisors


10 Mindset Shifts for Professional Advisors

For the first time in history, the Millennial generation is the largest share of the American workforce (more than one-in-three, surpassing Gen Xers in 2015).  As younger business owners and youthful advisors flood the market in tandem with advanced intelligent technology changing the way (and the pace) that we provide services, the professional/financial services industry is positioned for rapid commoditization.

Whether you are a Baby Boomer with a wealth of knowledge and success to pull from, a Gen Xer with a keen sense for streamlining and efficiency, or a Millennial with a knack for innovation and unique perspective, you can transform yourself and create significant impact in the marketplace and in your firm.

Begin your reinvention.  Change your outcome.  Become the Advisor of the Future.

Learning Objectives:

  • Differentiate between generational core values
  • Identify how to use valuation as a platform for client entanglement
  • Compare ten common advisor characteristics against ten reinvented behaviors


About the Instructor:

Snider ScottScott 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.

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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.


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.