Exit Planning Education & Implementation for Professional Advisory Firms and Individuals
Learn how to integrate Exit Planning Services to maximize your current practice.
Exit Planning for Advisory Firms/Advisors
Does your firm have clients in need of exit planning, but it lacks the process and knowledge to deliver? If so, KeyeStrategies can not only be your partner but a resource to maximize results, gain clarity on confusing industry jargon, and work with you through the exit planning process.
Our program for professional advisors includes:
- Understanding the exit planning process
- Building strategic relationships and collaborative professional team
- Education and process development for support staff
Julie Keyes is the founder and head strategist behind KeyeStrategies and she consults and guides her clients while collaborating with other professionals to help deliver successful outcomes and can show your advisors how to elevate their process to maximize your results.
Having some or all of the exit planning expertise in house will set your firm apart from others who don’t involve themselves in exit planning or who lack a process for delivering the services, and we know that lost opportunities mean lost revenue.
Introducing the Cohort: Building on the success of our Advisor Program, the Cohort takes learning to the next level. In this intimate, small-group setting of no more than 10 participants, attendees actively apply the strategies they’ve learned to real-world scenarios. Working closely with their peers, participants gain practical, hands-on experience and a deeper understanding of the material.
Advisor Program Overview
Session One: Strategic Planning Basics and Value Acceleration
- Value Enhancement: Identifying priorities
- Building a solid strategic plan for better market positioning
- Setting successors up for success in the family business
Session Two: Understanding Owner Preparedness and Your Role In It
- Know and advise on the various aspects of owner readiness
- Utilizing other advisers in the process
- De-risking tactics and identifying situations within the 5 D’s
- Implementing ‘Next Act’ planning
Session Three: Building a Collaborative Exit Planning Team
- Your Network Is Your Net Worth: Networking techniques and how to build a trusted team of referral partners
- Understanding the expertise and role of each advisor on the team
- Aligning with the best and brightest for client acquisition and retention
- Collaborative Case Study: Practice makes perfect
Session Four: “Becoming Known in the Exit Planning Space”
- Your best approach to professional development
- Using your talent to help grow the Firm’s brand
- Assessing & Strategizing: Memberships, social media, peer groups, events
Session Five: “Exit Planning Service Delivery”
- Identify the services you plan to deliver and how you will deliver within compliance requirements
- Strategies to implement exit planning services and tactics with current clients
- Troubleshoot current exit planning situations; round table discussion
- Identify areas of learning and create a timeline for acquiring the knowledge
Session Six: Integration of Exit Planning Services
- Integration of current sales processes with exit planning sales processes
- How to integrate exit planning services with current services.
- Internal team training plan
- Identify roles and responsibilities for internal exit planning support staff
Get Registered!
Courses are eligible for EPI continuing education credits!
Advisor Program for CEPAs
The first session will take place on Thursday, January 9, 2025, from 2:00 – 3:30 pm CST (this one-time change is due to unexpected travel). Subsequent sessions will be held on Fridays from 9:00 – 10:30 am CST. The updated schedule is as follows:
- Thursday, January 9th, 2025, 2-3:30 pm CST
- Friday, January 24, 2025 | 9:00 – 10:30 am CST
- Friday, February 7, 2025 | 9:00 – 10:30 am CST
- Friday, February 21, 2025 | 9:00 – 10:30 am CST
- Friday, March 14, 2025 | 9:00 – 10:30 am CST
- Friday, March 28, 2025 | 9:00 – 10:30 am CST
Recordings will be available after each session.
Cohort
The next annual Cohort session begins January 9th, 2025 9-10:30 am Central Time. The meetings will be the second Friday of each month throughout 2025.
Is your firm interested in a private cohort? Contact Julie