Sessions Overview
The Exit Planning Summit features an assortment of session types to fully immerse advisors in exit planning content from industry experts, partners, and thought leaders.
Focused on helping advisors scale their practices with recurring revenue, mid-market client acquisition, and team-based advisory models. The program is grounded in both academic research and practical experience, including insights from over 1,000 business owners and 15 years of advisory work across AU, US, UK, and NZ.
- How to structure a scalable exit planning business model.
- Designing service offerings and pricing for recurring revenue.
- Building and managing a sales funnel and CRM strategy.
- Recruiting and incentivizing advisors with a proven financial model.
- Implementing a value acceleration cadence that drives client outcomes.
- Real-world case studies and success stories from the field.



