Webinar: Triggering Owner Action. Moving A Marketplace


The single biggest challenge facing exit planning advisors today is competition.  But not your typical competition, not the “advisor next door.”  You are up against the greater opponent: DOING NOTHING.

We’ve all heard it from our business owner clients…

“I’m not looking to make any shifts in the near future so this isn’t relevant for me.”

“I’m sorry, but I’m too busy to worry about this.”

Or even worse…silence.

Exit planning is the fastest growing marketplace within the financial and professional services industry, with the exit of millions of Baby Boomer business owners on the horizon totaling more than $10 trillion dollars in transferable wealth.  This is your “$10 Trillion Dollar Opportunity” and now is the time to develop a strategy that embraces the owner mindset, provoking good questions, providing a breadcrumb trail to useful information, and empowering owners to take action.

You can adopt a strategy that moves markets.  Attend this session and learn how you can leverage the EPI platform to achieve your goals.

Learning Objectives

  • Cite statistics from the State of Owner Readiness Survey™
  • Develop an integrated owner engagement strategy
  • Identify differentiation between generational messaging (Boomer vs Millennial, etc.)
  • Calculate the existing opportunity within your advisory firm


Meet the Presenterdivider


Scott Snider, EPI Vice President and Snider Premier Growth Operating Partner

Meet Scott Snider, EPI Vice President, skilled growth hacker, 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.

14701 Detroit, Suite 430, Lakewood OH 44107  |  www.Exit-Planning-Institute.org  |  SSnider@Exit-Planning-Institute.org   |  (216) 712-4244  | Connect with Scott

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