Make your exit planning practice launch a success with:
PRACTICE LAUNCH LITE
Course Overview
What do you do post-CEPA® credentialing program? How do I launch a practice? How do I engage business owners? It isn’t enough to hold a credential. You must know how to position yourself in the marketplace for business development, practice management, and client delivery success.
Practice Launch Lite helps exit planning advisors create action plans to implement exit planning services into an existing or standalone firm. Join Scott Snider, President of the Exit Planning Institute, as he shows advisors 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.
This three-module, on-demand, interactive course enables advisors to construct a thriving and profitable exit planning practice.
Looking to make your exit planning practice launch successful? Download the Top 10 Pre-Launch Considerations.
Course Details
Practice Launch Lite Brochure
For more details on this course, and other EPI Academy courses, download the Practice Launch Lite brochure.
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Course Curriculum:
YOU HAVE THE TRAINING. YOU HAVE THE SKILLS. NOW IT’S TIME TO ENGAGE BUSINESS OWNERS.
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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.