『Exit is Now: Plan Accordingly』のカバーアート

Exit is Now: Plan Accordingly

Exit is Now: Plan Accordingly

著者： Scott Snider
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10月19日まで。※適用条件あり
Join Scott Snider, President of the Exit Planning Institute® (EPI) and lifelong entrepreneur, along with a group of exit planning experts, EPI community members, and other leaders as they step into the podcast studio to share valuable insights on business exit strategies. マネジメント・リーダーシップ リーダーシップ 経済学
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  • Why Great Advisors Start With Risk, Not the Exit

    Why Great Advisors Start With Risk, Not the Exit
    2026/09/17
    In this episode of Exit is Now: Plan Accordingly, I dive deep into the world of advisor activation with industry expert Mike. We explore the importance of connecting with business owners beyond technical expertise, emphasizing the need for a relatable, human-centered approach. Mike shares valuable insights on building effective referral systems, the significance of understanding clients' needs, and the essential role of collaboration among advisors. We discuss how advisors can navigate the complexities of exit planning and enhance their practices through meaningful relationships. Tune in to discover strategies that will elevate your advisory practice and empower business owners on their journey to successful exits.
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    49 分
  • From Information to Impact: Helping Advisors Stay Relevant

    From Information to Impact: Helping Advisors Stay Relevant
    2026/09/03
    In this episode, Scott Snider continues the advisor activation series with Drew Watkins, exploring how advisors can become a meaningful part of a business owner's path, strategy, and plan. As business owners gain greater access to information and technology, advisors must evolve beyond technical expertise and focus on building trust, delivering insight, and creating stronger relationships. Scott and Drew discuss where advisors often get stuck, why trust remains the foundation of every successful advisory relationship, and how different generations of business owners may require different approaches. They also explore the growing role of artificial intelligence and how advisors can use technology to enhance their effectiveness while maintaining the human connection that owners value most. The conversation highlights the realities of operating in what Drew calls the "messy middle," where both advisors and business owners have access to more information than ever before. Together, they examine how advisors can systematize their practices, amplify their time, and remain indispensable by combining technology, collaboration, and trusted guidance. ============================================ Hear more from Exit Planning Institute: https://exit-planning-institute.org/the-annual-exit https://blog.exit-planning-institute.org/employee-engagement-value-driver Hear more from Drew Watkins: https://www.linkedin.com/in/drewwatkins11/ https://withella.io/ ============================================ Want to learn more? Go to: https://exit-planning-institute.org/ Follow us on LinkedIn: https://www.linkedin.com/company/exit-planning-institute Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/ #ExitPlanningInstitute #ScottSnider #Podcast #PlanAccordingly ============================================ SUBSCRIBE TO THE PODCAST: Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204 Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR ============================================ About Scott: 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.
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    34 分
  • What Do I Do Now? Turning Exit Planning Knowledge into Action

    What Do I Do Now? Turning Exit Planning Knowledge into Action
    2026/08/20
    In this episode of Exit Is Now: Plan Accordingly, I sit down with Kathleen, a long-time partner in the EPI community, to explore the importance of activating the SEPA (Certified Exit Planning Advisor) designation. We discuss how advisors can effectively engage business owners, emphasizing the need for collaborative conversations that focus on the owners' goals and the future of their businesses. Kathleen shares her insights on building a practice that integrates exit planning strategies and the tools available for advisors to foster these crucial dialogues. Whether you're a seasoned advisor or just starting, this episode offers valuable strategies to enhance your client relationships and successfully navigate the complexities of exit planning.
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    41 分
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