Episodi

  • Beyond the Three Legged Stool: Putting Life at the Center

    Beyond the Three Legged Stool: Putting Life at the Center
    Oct 15 2026
    In this episode of Exit is Now: Plan Accordingly, I sit down with Cara and Greg, co-authors of the transformative book "Life First, Business Second." Together, we dive into the importance of personal planning in the context of exit strategies. We discuss how shifting the focus from business growth to personal freedom can lead to enhanced business outcomes and financial results. Listeners will gain insights into the flywheel concept that connects personal, business, and financial goals, illustrating how they interrelate in an owner's journey. This conversation aims to empower business owners and advisors alike to prioritize personal aspirations, leading to a more fulfilling and successful business experience. Tune in to discover actionable strategies for integrating personal and business planning.
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    46 min
  • Evolve the Business: Creating Options Before the Exit

    Evolve the Business: Creating Options Before the Exit
    Oct 1 2026
    Join me in this episode of Exit is Now: Plan Accordingly as I sit down with Craig, a seasoned value advisor, to explore the essential elements of connecting with business owners. We discuss the importance of authenticity and building trust through meaningful conversations, rather than relying solely on technical jargon. Craig shares his unique approach to helping business owners evolve their mindset towards value creation, emphasizing that exit strategy is inherently tied to business strategy. We also touch on the collaborative nature of advisory services, highlighting how financial advisors and growth consultants can work together to provide comprehensive support. Tune in for valuable insights that will enhance your advisory practice and deepen your client relationships.
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    44 min
  • Why Great Advisors Start With Risk, Not the Exit

    Why Great Advisors Start With Risk, Not the Exit
    Sep 17 2026
    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 min
  • From Information to Impact: Helping Advisors Stay Relevant

    From Information to Impact: Helping Advisors Stay Relevant
    Sep 3 2026
    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 min
  • What Do I Do Now? Turning Exit Planning Knowledge into Action

    What Do I Do Now? Turning Exit Planning Knowledge into Action
    Aug 20 2026
    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 min
  • Curiosity Before Strategy: The Advisor's Path to Better Conversations

    Curiosity Before Strategy: The Advisor's Path to Better Conversations
    Aug 6 2026
    In this episode of Exit is Now: Plan Accordingly, I sit down with exit planning expert Joe to discuss the critical art of activating professional advisors and business owners on their exit planning journey. We dive into the nuances of understanding entrepreneurs beyond surface-level solutions, emphasizing the importance of curiosity, clarity of problems, and collaborative solution-building. Joe shares insights on how to engage effectively with business owners, the significance of recognizing their unique challenges, and the power of servant leadership in fostering trust and partnership. Whether you're a seasoned advisor or new to exit planning, this conversation offers valuable perspectives to enhance your advisory practice and better serve your clients. Tune in for an enlightening discussion that will inspire you to elevate your approach in exit planning.
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    52 min
  • From Operator to Owner: Creating a Business That Runs Without You

    From Operator to Owner: Creating a Business That Runs Without You
    Jul 23 2026
    In this episode, Scott Snider sits down with longtime CEPA Chuck Mohler to explore the power of collaboration, intentional planning, and creating freedom through value creation. Drawing from more than a decade in the exit planning profession and the lessons from his new book, Unlocking the Door to Freedom, Chuck shares how advisors can better position themselves to serve business owners and guide them toward meaningful outcomes. The conversation highlights why successful exit planning is never a solo effort. Chuck explains how trusted advisor teams, structured processes, and deep client relationships create the foundation for better decision making and stronger results. He also introduces the concept of the "time gap" and discusses how business owners can move from being operators trapped on a treadmill to owners with the freedom and flexibility to choose their next chapter. Throughout the discussion, Scott and Chuck reinforce a simple but powerful idea: value creation is ultimately about creating options. The more prepared a business owner becomes, the more control they gain over their future. ============================================ Hear more from Exit Planning Institute: https://exit-planning-institute.org/mastering-the-market https://blog.exit-planning-institute.org/how-ai-will-impact-exit-planning Hear more from Chuck Mohler: Read Unlocking the Door to Freedom on Amazon https://www.linkedin.com/in/chuckmohlerlasvegas/ https://eaglecorporateadvisors.com/ ============================================ 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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    40 min
  • Narrative Intelligence: The Missing Link in Exit Planning

    Narrative Intelligence: The Missing Link in Exit Planning
    Jul 9 2026
    In this episode of Exit Is Now: Plan Accordingly, I dive into the concept of Narrative Intelligence and its pivotal role in exit planning. Join me as I speak with storytelling expert Chris, who emphasizes the importance of uncovering the hidden stories that shape business owners' journeys. We explore how these narratives can transform the relationship between advisors and their clients, fostering deeper connections that go beyond mere technicalities. Chris shares practical insights on how advisors can enhance their storytelling skills to better engage with business owners. This conversation sets the stage for a series focused on activating professional excellence in exit planning. Tune in to discover how embracing narrative intelligence can be the missing link in your exit planning strategy.
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    35 min