The SCOPE™ Institute is a Nonprofit 501(c) educational entity that helps Business Owners TARGET SOLUTIONS in Exit Planning, including retirement, estate, and tax planning.
Grow your practice with the business owner market.
Business Owners Need Professional Advice.
There is an explosive opportunity to engage with the business owner community over the next ten years as they look to exit their businesses.
We have found in our research that business owners lack financial advice on matters of exit, retirement, estate, and tax planning. Often, they do not know where to turn.
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LIVE & VIRTUAL LEAD GENERATING EVENTS
We will produce events that create opportunities in your desired market.
PROVEN METHODOLOGIES
We will provide the proven ways to engage and convert business owners.
BEST PRACTICES
We will help you understand how to engage and work with the business owner market.
BACK OFFICE SUPPORT
Our national SCOPE™ Institute faculty will act as your back office for specific case work.
With proven and proprietary processes, we get you in front of high-net-worth business owners. We produce both live and virtual events to establish you as a thought leader in your market.
EXPERIENCE MATTERS
The SCOPE™ Institute was founded by two industry veterans with deep experience in growth strategies, practice management, and business development.
- Brent Slinkard & Gary Schulte -
95
Combined Years of Experience
7,820
Financial Advisors Served
885M
Assets We Have Helped Generate
A business development platform for professional advisors seeking to grow opportunities and revenues with the business owner market.
The Business Owner Market
We will help you leverage this explosive opportunity based on our research with 10,234 business owners, 95 years experience, and proven processes to work with this valuable market segment.
