Exit Planning Institute

Explore how to trigger client action with:

Empowering Conversations With Business Owners

Course Overview

What is an "empowering conversation?" When it comes to discussing exit planning with your clients, it's the catalyst for triggering owner action. 

This course shows you as an advisor how to deploy these conversations, better engage clients, and how to change the standard business owner mindset. 

Attendees will gain further knowledge on:

  • Understanding the different generations of business owners
  • Analyzing the formula to trigger owner action
  • Reviewing the five key conversation starters
  • Describing what creates an empowering conversation

Downloadables Offered in This Course:

  • Whitepaper: Five Things Every Business Owner Must Know About Exit Planning
  • Course Slideshow

This course is approved for Continuing Education credit at the following organizations:

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Course Details

EPI Academy Brochure

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Course Curriculum:


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About the Instructor

Scott Snider is the 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.

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. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.