![exit planning institute](https://blog.exit-planning-institute.org/hs-fs/hubfs/logos/EPI_Exit-Planning-Institute_shield_white.png?width=60&height=64&name=EPI_Exit-Planning-Institute_shield_white.png)
THE EXIT PLANNING BLOG
Keep up-to-date with exit planning, succession planning, industry trends, unique specialty insights, and useful content for professional advisors and business owners.
Share this
Here's What You Missed: 5 Power Sessions from the 2024 Exit Planning Summit
by Maggie Hughes on June 20, 2024
![Title over EPI Summit Stage](https://blog.exit-planning-institute.org/hubfs/EPISummit_PowerSessions-01-1.png)
On the final day of the 2024 Exit Planning Summit, industry leaders delivered TED talk-style presentations packed with valuable insights for financial advisors and business owners alike. Covering diverse topics such as optimizing client interactions, maximizing intellectual property, and fostering collaborative exit planning teams, these sessions provided innovative strategies to navigate the intricate realm of exit planning. Here’s a quick summary of what you missed.
Power Sessions
1. The Tribe Mentality – Winning is a Team Effort by Skyler Stokes
Skyler Stokes showed how working together can create better results for clients and help your own growth. Learn how to use strategic partners and real case studies to boost success.
2. The Day After by Jessica Fialkovich
Jessica Fialkovich shared her personal story about the emotional challenges entrepreneurs face after selling their business. She discussed how to help clients prepare for these tough feelings.
3. Ditch the Drama – Elevating Humanized Leaders by Mary Pat Knight
Mary Pat Knight taught how to remove drama from your organization to help teams and leaders thrive. Learn about emotional regulation and how to lead without falling into the drama triangle.
4. Why Gifting a Family Business to the Next Generation is Destroying Family Wealth by Tom Deans
Tom Deans explained why gifting family businesses can harm family wealth and relationships. He argued that selling the business can actually build more value and protect the family’s future.
5. Leveraging 5th Dimensional Customer Experience by John D. Hanson
John D. Hanson introduced the concept of the 5th Dimension of Customer Experience. He shared strategies to deeply engage customers, increase revenue, and ensure sustainable growth.
2025 Exit Planning Summit
We’re grateful for our amazing speakers who shared invaluable knowledge and strategies at the 2024 Summit. Join us next year for more incredible sessions, networking opportunities, and expert advice to take your practice to the next level. Be part of another unforgettable experience—register today!
Share this
- Blog (442)
- CEPA (312)
- exit planning (230)
- CEPA community (174)
- Business Owner (102)
- EPI Chapter Network (72)
- Exit Planning Summit (72)
- Exit Planning Partner Network (55)
- Content (48)
- EPI Announcement (48)
- Value Acceleration Methodology (42)
- Webinars (37)
- Marketing (30)
- 2024 Exit Planning Summit (28)
- 5 Stages of Value Maturity (26)
- Books (24)
- Excellence in Exit Planning Awards (22)
- Exit Planning Teams (22)
- EPI Team (21)
- 2023 Exit Planning Summit (20)
- women in business (19)
- family business (18)
- Exit Options (17)
- Leadership (17)
- Black Friday (16)
- Intangible Capital (16)
- CPA (15)
- EPI Academy (15)
- State of Owner Readiness (13)
- Chapters (12)
- Chris Snider (12)
- National Accounts (12)
- Small business (12)
- charitable intent (12)
- personal planning (12)
- Walking to Destiny (11)
- Financial Advisors (9)
- About us (8)
- Podcast (8)
- 5 Ds (7)
- Insiders Bash (7)
- Case Studies (6)
- Christmas (6)
- Exit Planning Content Library (6)
- Scott Snider (6)
- Owner Roundtables (5)
- Season of Deals (5)
- Value Advisors (5)
- financial planning (5)
- Awards (4)
- Five Ds (4)
- executive training (4)
- Owners Forum (3)
- forbes (3)
- EPI Thought Leadership Council (2)
- Exit & Succession (2)
- Exit Is Now Podcast (2)
- Peter Christman (2)
- Three Legs of the Stool (2)
- Veteran (2)
- Whitepapers (2)
- Business Owners Forum (1)
- author (1)
- business consultants (1)