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May Alliance of Professional Associations Meeting
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5/15/2018
When: Tuesday, May 15, 2018
2:30 PM - 6:30 PM
Where: Golden Valley Country Club
7001 Golden Valley Road
Golden Valley, Minnesota  55427
Contact: Member Services
(651)366-6091


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Online Registration will close at 11:59pm on Wednesday, May, 9.
All registrations must be accompanied by full payment/purchase order to reserve your place at the event.

Register by Mail (PDF)


Agenda

2:00 - 2:30 pm  Networking & Registration
2:30 - 5:00 pm  Announcements & Presentation
5:00 - 6:30 pm  Networking Social

Triggering Owner Action: Moving a Marketplace

The single biggest challenge facing exit planning advisors today is competition. But not your typical competition, not the “advisor next door.” You are up against the greater opponent: DOING NOTHING.

We’ve all heard it from our business owner clients...
“I’m not looking to make any shifts in the near future so this isn’t relevant for me.”
“I’m sorry, but I’m too busy to worry about this.”
Or even worse...silence.

Exit planning is the fastest growing marketplace within the financial and professional services industry, with the exit of millions of Baby Boomer business owners on the horizon totaling more than $10 trillion dollars in transferable wealth. This is your "$10 Trillion Dollar Opportunity” and now is the time to develop a strategy that embraces the owner mindset, provoking good questions, providing a breadcrumb trail to useful information, and empowering owners to take action.

Meet Scott Snider, EPI Vice President, skilled growth hacker, nationally recognized industry leader, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. In fact, Snider launched his first business at the age of 17, which he grew exponentially, winning accounts away from larger competitive companies, and establishing notoriety in his local marketplace. At 24, he sold to a strategic buyer (his first “exit”) and joined forces with Chris Snider’s private exit planning and M&A firm, Aspire Management, who was looking to dominate Northeast Ohio’s exit planning space. Within one year, Scott took Aspire from an unknown startup to one of the most influential boutique advisory firms in Cleveland, citing over 13 publication pickups, a full client book, and a COI network that included every specialty from across the exit planning ecosystem. His strategy was integrated, calculated, and educational, prompting high interest and leading prospects to the next crumb in the trail. With their passion for business strategy and serving owners and advisors alike, Snider and Snider purchased the Exit Planning Institute (EPI), introduced the Value Acceleration Methodology, wrote an award-winning book, and effectively increased the business size by 10x. Scott Snider knows how to educate clients, achieve market distinction, and deliver real results.

You can adopt a strategy that moves markets. Attend this session and learn how you can leverage the EPI platform to achieve your goals.

Learning Objectives:

  • Cite statistics from the State of Owner Readiness Survey™
  • Develop an integrated owner engagement strategy
  • Identify differentiation between generational messaging (Boomer vs Millennial, etc)
  • Calculate the existing opportunity within your advisory firm

Scott Snider, Vice President, Exit Planning Institute (EPI) Operating Partner, Snider Premier Growth

Scott Snider

Scott Snider is 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 regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe. He leads his EPI Global team from the Cleveland headquarters office.

Scott Snider is a nationally recognized industry leader, and lifetime entrepreneur. Two of Snider’s biggest talents: market penetration and rapid growth strategies. In fact, Snider launched his first business at the age of 17, which he grew exponentially, winning accounts from larger competition, and establishing notoriety in his local marketplace. At 24, he sold to a strategic buyer (his first “exit”) and joined forces with Chris Snider’s private exit planning and M&A firm, Aspire Management, who at the time, was looking to dominate Northeast Ohio’s exit planning space. Within one year, Scott took Aspire from an unknown startup to one of the most influential boutique advisory firms in Cleveland, citing over 13 publication pickups, a full client book, and a COI network that included every specialty from across the exit planning ecosystem. With their passion for business strategy and serving owners and advisors alike, Snider and Snider purchased the Exit Planning Institute (EPI), introduced the Value Acceleration Methodology, wrote an award-winning book, and effectively increased the business size by 10x. Scott Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

Scott Snider has been featured nationally on ABC News Now, is a recipient of the Crain’s Cleveland Business 40 Under 40 Award, the National Association of Certified Valuators and Analysts (NACVA) 40 Under Forty Award, the Northeast Ohio 25 Under 35 Mover and Shakers Award, The M&A Advisor 40 Under 40 Emerging Leaders Award, and is a graduate of the prestigious Cleveland Bridge Builders Program, Class of 2013.

On top of his business accomplishments, Scott is a very active community leader. He is a former Chair of the Cuyahoga County Next Generation Council. He serves on the Board of Directors for America SCORES Cleveland, and an Advisor to the St. Edward High School Ken Layden ’80 Entrepreneurship Program.


Fees

Before May 9: $40
After May 9/Walk-in: $50

This session is included for season pass holders,but you must RSVP to Rachel Dicks by Wednesday, May 9.

CE Credits

2 MN Insurance CE credits approved


PCI Compliance: Do not email forms with credit card information. To protect your data and to comply with PCI standards, the office will not accept emailed credit card information.

Cancellation Policy: With written cancellation notice, received one week prior to the event, you will receive a refund, less a $10 processing fee. Cancellations the week of the event are non-refundable. Notice of cancellation must be faxed to the NAIFA-MN office. No-shows will not receive a refund.

Audio/Video Policy: Registration and attendance at, or participation at association events, constitutes an agreement by the registrant to association’s use and distribution of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities.

    National Association of Insurance and Financial Advisers of Minnesota

    1000 Westgate Drive, Suite 252, St. Paul, MN 55114
    Phone: (651)366-6091    Fax: (651)290-2266
    Email: naifa@naifa-mn.org

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