Travis Rose, a retired sniper and now a financial advisor, and Kim 'Mo' Mahoney, a former Marine and fighter pilot turned advisor, share their journeys from military service to civilian life. They discuss how their experiences shaped their teamwork and leadership skills in financial advising. The duo highlights the importance of education and collaboration in exit planning, emphasizing the transition from service to business ownership. Insights on building trusted advisory teams and adapting military strategies for success in finance make this conversation truly engaging.
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question_answer ANECDOTE
From Mail Carrier To Financial Advisor
Travis recounts leaving the Postal Service and starting as a receptionist intern to break into financial advising.
He credits networking and a mentor for getting him into the industry.
question_answer ANECDOTE
Scaling An Insurance Agency Sparked A Pivot
Mo explains she ran a State Farm agency, grew it to 1,300 families, then sought more intellectual, owner-focused work.
That experience led her toward advising business owners and value enhancement.
insights INSIGHT
Financial Advisors Became Owners' Top Trust
Scott highlights financial advisors rising to the top trusted-advisor role for owners between 2013 and 2023.
This reflects advisors' investment in exit-planning education and relationship focus.
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Kim "Mo" Mahoney, a retired Colonel in the US Marine Corps, and Travis Rose, a retired sniper in the 75th Ranger Regiment, U.S. Army, sit down with Scott Snider. They discuss their military careers, the transition to civilian life, and how they became successful financial advisors. They highlight the importance of teamwork, education, and the CEPA program in their journey to becoming trusted advisors. The conversation also touches on leadership, communication, and the value of collaboration in exit planning.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
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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.
Exit is Now: Plan Accordingly 
