Jocelyn Bires, Operations Manager at the Exit Planning Institute, shares her journey from administrative tasks to leading the Exit Planning Summit. She discusses the event's impressive growth and her vision for smaller, more intimate summits in the future. Scott Snider highlights the essential lessons he's learned about personal purpose and the evolving nature of their organization. Together, they explore the importance of continuous learning and adapting to change in both professional and personal growth.
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question_answer ANECDOTE
From Admin Tasks To Summit Lead
Jocelyn was given responsibility to run the Exit Planning Summit after 2022 despite limited prior event experience.
Scott praises her growth as the summit expanded from a few hundred to several hundred attendees.
question_answer ANECDOTE
Costly First Summit Mistake
Scott lost $44,000 in 2014 because he failed to fill the hotel's room block and had to pay the guarantee.
He framed that mistake as a formative learning moment that shaped how he runs events today.
insights INSIGHT
Summit Evolves As Attendance Scales
As the Exit Planning Summit approaches 1,000+ attendees it must shift from intimate, interactive sessions to a more traditional conference format.
EPI plans to preserve signature elements while expanding breakout, networking, and partner-driven education.
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In this episode of "The Exit Is Now" podcast, host Jocelyn Bires interviews Scott, the Operations Manager at the Exit Planning Institute (EPI). They discuss Jocelyn's pivotal role in organizing the Exit Planning Summit, which has grown significantly since 2022. Jocelyn shares her journey from handling administrative tasks in 2019 to leading the summit's operations. Scott reflects on his own experiences with the summit, emphasizing the importance of continuous learning and adaptation. They also explore the future vision for the summit, including plans for smaller, more intimate events. Scott and Jocelyn delve into personal and professional growth, highlighting the importance of purpose and vision in their entrepreneurial journeys.
Want to learn more? Go to: https://linktr.ee/theexitplanninginstitute
Connect with Scott: https://www.linkedin.com/in/scott-snider-epi/
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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.
Exit Is Now - Plan Accordingly With Scott Snider 
