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The History and Growth of EPI
Manage episode 373138970 series 3433112
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From the early days when EPI was a small organization with big dreams, to its current status as a thriving entity with 5,000 CEPAs, Joshua Koza has been there every step of the way, playing a crucial role in its growth and success. His wealth of experience and deep understanding of EPI's journey make him the perfect person to share the tales of that have shaped the organization's path. Join Scott and Josh as they highlight the challenges overcome, the lessons learned, and the unwavering commitment that propelled EPI to where it stands today.
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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.
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