What Do I Do Now? Turning Exit Planning Knowledge into Action

In this episode, Scott Snider sits down with Kathleen Pritchard to explore one of the biggest challenges facing advisors after earning their CEPA designation: activation. Knowing the value acceleration framework is one thing. Putting it into practice with business owners is another. Together, they discuss how advisors can move from education to execution by developing the right conversations, relationships, and processes. Kathleen shares insights from years of working with financial advisors and business owners, highlighting why many advisors hesitate to engage in conversations about the business itself. Rather than leading with technical expertise or exit planning language, she explains how curiosity, origin stories, and thoughtful questions create stronger connections and uncover opportunities for deeper planning. The conversation also explores the importance of collaboration, advisor ecosystems, and practical tools that help advisors create action. Whether working with existing business owner clients or building a practice around the business owner market, Kathleen offers a roadmap for becoming a more valuable and trusted part of the owner's journey. ============================================ Hear more from Exit Planning Institute: https://exit-planning-institute.org/t... https://blog.exit-planning-institute.... Hear more from Kathleen Pritchard:   / kathleenkpritchard   https://www.jhinvestments.com/ More: https://docs.google.com/presentation/... ============================================ Want to learn more? Go to: https://exit-planning-institute.org/ Follow us on LinkedIn:   / exit-planning-institute   Connect with Scott:   / scott-snider-epi   #ExitPlanningInstitute #ScottSnider #Podcast #PlanAccordingly ============================================ SUBSCRIBE TO THE PODCAST: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/0iXzdvQ... ============================================ 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.