Join thought leader Renee Russo, recognized for her impactful use of LinkedIn, and Ken Sanginario, a veteran in exit planning, as they explore transformative strategies in their fields. Renee shares her journey of personal reinvention, while Ken reflects on the evolution of exit planning tools like the Value Opportunity Profile. The team from ELLA introduces innovative software to enhance client-advisor relationships. Together, they emphasize the importance of collaboration and education in navigating the complexities of business exits.
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insights INSIGHT
Bring Business Coaches Into Exit Planning
To scale exit planning, add more business improvement specialists who operate inside companies, not just financial advisors.
Tandem relationships between business-improvement and financial "quarterbacks" will broaden applicability and reach.
volunteer_activism ADVICE
Develop Owner-Focused Sales Assets
Build sales capacity and owner-centered sales assets to overcome early "no" responses from owners and convert more engagements.
Coach SIPAs on sales resilience because many initial rejections mean nothing permanent.
volunteer_activism ADVICE
Three Supports Every Owner Needs
Ensure every owner has three supports: a business operating system, an exit strategy, and a personal support system (coach, peer group, or therapist).
Add personal support early to prevent owners from coming last and avoid post-exit crashes.
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Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Scott Snider welcomes Renee Russo, Ken Sanginario, and representatives from ELLA to the show. Renee, recently named Thought Leader of the Year, shares how she’s leveraged the LinkedIn platform to elevate her voice and drive impact. Ken reflects on two decades of exit planning—what’s changed, what’s stayed the same, and where the profession is headed. And the team from ELLA, the sponsor of the Summit Podcast series, talks about their role in supporting advisors and their unforgettable sunset cruise experience.
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 With Scott Snider 