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Scott Snider
President at Exit Planning Institute - Contributor for Forbes Business Council - Value Creator - Keynote Speaker - Family Business Owner - Dedicated Educator - Growth Strategist
Scott Snider is the President of the Exit Planning Institute (EPI), a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.1 He has over 20 years of entrepreneurial experience and is an expert in exit planning.4 Prior to his current role, Snider previously owned and sold a landscape management company.2
Professional Background
Key Roles and Achievements::
- President of Exit Planning Institute
- Operating Partner of Snider Premier Growth, a small family investment company5
- Host of the "Exit Is Now" podcast, which shares stories of business owners and industry experts4
Family Connection:: Scott is the son of Christopher Snider, who was previously the CEO of EPI and purchased the organization in 2012.23 When Scott was named President, his father noted that he was "the right leader to help achieve the strategic ambitions of EPI, maintain the brand promise, and continue to drive the organization's core values forward".2
Snider is passionate about helping advisors learn how to educate clients, achieve market distinction, and deliver real results in exit planning.1 He is committed to advancing the exit planning profession and helping business owners create transferable business value.2
Highlights
Now for all our estate planning attorneys out there I know this is overly simplified, but begins to position how impactful you are and can be to many business owners and their families.
Was reflecting this morning on this year as I prepare for our annual Exit Planning Institute leadership retreat next week in Key West, Florida. This retreat will mark about 90 days of pretty deep business, personal, and financial planning for me, my team, and Chris. I thought about how impactful our estate planning attorney, Lindsey Smith, has been for our family and specifically my father Christopher Snider, CEPA over the last year or more as we begin to plan for the future.
This has to be one of the most difficult things a business owner does. I can tell ya if you talked to Chris, he would tell you that in order to do things right you have to spend the time, and a lot of time. You also need to make some awkward or perhaps difficult decisions along the way. This is likely why many owners don't plan. They kick the can down the road because they say, I don't have time for this. Nearly 70% of owners do not have an estate planning attorney on their team.
In the advisory community we all know how critical this is. The question I have to our advisory community though, is how do we flip that equation and have 70%++ of owners planning appropriately and incorporating this into their daily jives and annual plans? How do they make the time?
Learn more about the team and the role https://lnkd.in/efx3rsNS
Learn more about how many owners are incorporating estate planning into their strategieshttps://lnkd.in/gHHM-uup
#businessowners #leadership #financialplanning #estateplanning #estateplanningattorney #exitstrategy #exitplanning
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Mesh works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Mesh offers several powerful features including:
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Mesh is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Mesh is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Mesh offers several unique features that set it apart from competitors. Mesh focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Mesh also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
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