Never Again: Lessons from Losing a $10M Client скачать в хорошем качестве

Never Again: Lessons from Losing a $10M Client

Join us for an exclusive episode of The Exit Is Now podcast as Scott Snider welcomes Neil McPeak into the studio for an honest and impactful conversation. From Olympic rowing to co-owning a multi-advisor firm with his father, Neil shares how discipline, team dynamics, and one major client loss reshaped their entire business model. He opens up about transitioning from general advising to pre-sale business owner specialization, and how reframing their approach with referral partners has led to deeper relationships and more meaningful work. Scott and Neil also reflect on shared lessons from their landscaping days and how that grit carries forward into legacy-building conversations with the next generation. Want to learn more? Go to: https://linktr.ee/theexitplanninginst... Connect with Scott:   / scott-snider-epi   ============================================ SUBSCRIBE TO THE PODCAST: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/0iXzdvQ... ============================================ CONNECT WITH SCOTT ON SOCIAL MEDIA YouTube:    / @exitplanninginstitute2.0   Facebook:   / exit-planning-institute-608403729259835   Website: https://exit-planning-institute.org #ExitPlanningInstitute #ScottSnider #Podcast ============================================ 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.