Jumpstart Your Exit Planning Practice
Jumpstart – powered by KeyeStrategies™
Jumpstart was created to help professionals integrate their exit planning and value acceleration knowledge into their existing practice. It is now available on RFN Academy as a self-paced online course.
Whether you are a recent graduate of an exit planning program, transitioning into offering value acceleration and exit planning or are looking to better structure your exit planning practice, Jumpstart is for you. Jumpstart will provide you with the tools and guidance to help you gain traction and grow your value acceleration and exit planning practice.
Julie’s years of experience and expertise working with exit planners to build their business has been collected in the Jumpstart program.
- Tips to get your practice off the ground
- Learn how to build a collaborative team
- A plan to stay focused and set realistic goals
- Marketing and business development tips to help spread the word
- Defining your process to master practice execution
Integrating exit planning into your pre-existing practice can be complicated. Aligning existing services with your new knowledge and exit planning expertise takes some intentionality. This program will help you build an action plan for expanding your practice to include value acceleration and exit planning.
Check out this short webinar to see if Jumpstart is right for you!
Virtual Workshop Outline
When you become a part of the Jumpstart Program, you gain access to Julie’s curriculum that walks you through the steps in establishing a successful exiting planning advisor practice.
Jumpstart is online self-paced course where Julie walks you through the steps in establishing a successful exit planning practice.
Invest your time and resources into a program that pays dividends later.
Jumpstart will help you ensure your value acceleration and transition planning practice gains traction and grows. You will leave the program with a path to building your exit planning practice.
Topics you’ll learn during the workshop:
Intro to Jumpstart your Exit Planning Practice:
The Jumpstart Program Goal:
See what past workshop participants have to say:
“The one day course was fantastic! Well worth the extra time and investment to further along our practice. The day was a mix of presentation, discussion, and development of materials for our company. We implemented ideas discussed during the course within the first week, and are already seeing the benefits. I would recommend the course to anyone who is looking to kick start their exit planning practice.”
“This was one of the best training programs I’ve attended. Julie shared great insight on how to go about building a practice including some “proven” tips based upon her personal experience. I highly recommend this class to anyone starting a practice. I can’t thank you enough!
“I recently attended the workshop series taught by Julie Keyes and found it to be well worth the money. Every session was literally packed with invaluable information, and Julie additionally sent us links to numerous sites after each session. My associate and I are both new Certified Exit Planning Advisers and frankly were floundering a bit on the marketing of our new business, but Julie gave us a terrific jump-start and a logical plan of action for getting our new venture off the ground. The course was worth every penny and much, much more.”
“Julie – this was excellent and timely for me. Please let me know when you are ready to offer a follow on course. I also appreciated the material you have sent us, and the 30 minute call. I still have so many questions as I try to establish a model to scale my exit planning practice – your insights are invaluable for me right now.”
“Thank you for the awesome workshop you delivered last week on your Jumpstart Program and all of the great follow up resources. Very high value, practical and immediately implementable! Was very grateful I signed up for this!”
“Great job, Julie! I appreciated the way the forum helped us to collaborate as a group, sharing stories and best practices. The sharing spurred new ideas I may not have previously thought of. Thank you!”
“Julie is likable and trustworthy. She made great material more compelling.”
JumpStart II: The Next Thing for CEPA's
JumpStart II is the secondary program for those who have taken the first JumpStart program. JumpStart II will take it up a notch, and you can expect well more than what you paid for, just like last time. Julie is never shy when it comes to sharing tools and best practices, as you know, and JumpStart II will include just that.