Marketing for the Professional Advisor Masterclass: Know Your Audience & Tell Them Why They Should Care

These Five Advisors Challenged the Status Quo: Who Got it Right?

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At the 2019 Exit Planning Summit five speakers took the stage during the EPI Power Sessions, an experience element mirroring the concepts that make TED Talks so powerful.  Each speaker, as a different persona, explored the theme, “The Empty Seat: Reengineering Your Relationship with the Business Owner.” The Accelerator, The Counselor, The Common Ground, The… read more

2019 EPI Power Sessions: The Accelerator

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At the 2019 Exit Planning Summit five speakers took the stage during the EPI Power Sessions, an experience element mirroring the concepts that make TED Talks so powerful.  Each speaker, as a different persona, explored the theme, “The Empty Seat: Reengineering Your Relationship with the Business Owner.” The Accelerator, The Counselor, The Common Ground, The… read more

2019 Exit Planning Summit Takeaways

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The Exit Planning Summit is the most significant advisor event in the industry with a massive lineup of education, activities, and events to experience in a few short days. On top of 6-star rated education, once-in-a-career keynote sessions, charitable fundraising, and influential networking, the Summit connects you with premier exit planning providers and partners, charitable… read more

Spreading Exit Planning Awareness: 2019 The Gathering in Southern California

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On Friday, February 22, Christopher and Scott Snider combined forces to deliver an interactive keynote speech at the fifteenth Gathering, hosted by the Southern California Institute. Their speech was a deep-dive into Snider’s recently released ebook, Fishing for Value: A Short Story about Succession Planning, Business Growth, and Exit, which complemented the conference’s theme of… read more