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Hosted by FPA of Tampa Bay

Accelerating Your Business: Having the Exit and Value Conversation

Through research, the Exit Planning Institute has developed a process for triggering owner action and having better conversations with business owners through a formula that changes professional advisor behavior to be more intriguing and empowering. This session will dive into that very formula and share the secret behind creating better business owner clients.

Accepted for one (1) hour of continuing education by CFP Board.

Thursday, July 22, 2021
11:00 AM - 12:00 PM Eastern Time


Zoom Virtual Meeting Platform

Speaker Profiles


Scott Snider
Exit Planning Institute

Scott Snider is the Vice 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, providing a transformational educational experience to advisors from all specialties across the globe.

Scott 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 education clients, achieve market distinction, and deliver real results.


Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.

DateCourse Title/DescriptionStartCFP®
Jul 22, 2021 Putting it into Practice: Having the Exit and Value Conversation with the Business Owner Scott Snider In this ABY episode, we will learn how to - Establish credibility with business owners. - Create tactics to provide clients with value-added services. - Better engage business owners. 11:00 A 1.00

Event ID  418