CEPA's: Join The Advisor Program Starting January 9th
Accelerate Your Exit Planning Practice
Business exit planning launch program for professional advisers
Accelerate – powered by KeyeStrategies™
Accelerate was created to help professionals integrate their exit planning and value acceleration knowledge into their existing practice. It is now available on Exit Planning Institute 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, Accelerate is for you. Accelerate 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 Accelerate program.
Course deliverables:
- 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.
Virtual Workshop Details
When you become a part of the Accelerate Program, you gain access to Julie’s curriculum that walks you through the steps in establishing a successful exiting planning advisor practice.
Accelerate Your Exit Planning Practice 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.
Accelerate 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.
Downloadables Offered in This Course:
- Case Study Content Checklist
- Presentation Slides
- "Professional Advisor Ranking" Exercise
- "Spreading the Word" Exercise
- Strategic Action Worksheet
- SWOT Analysis Template
Topics you’ll learn during the workshop:
Intro to Accelerate your Exit Planning Practice:
The Accelerate 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.”
M.E.
Key Private Bank
“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!
Workshop Participant
“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.”
Rachel Alexander, CEPA
Senior Manager of Taxation
“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.”
R.S.
Investment Banker
“Thank you for the awesome workshop you delivered last week on your Accelerate Program and all of the great follow up resources. Very high value, practical and immediately implementable! Was very grateful I signed up for this!”
C.J.
Private Wealth Advisor
“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!”
M.H.
Managing Partner, Waterfront Financial Group
“Julie is likable and trustworthy. She made great material more compelling.”
Workshop Participant