In this episode, Julie shared the content of her popular virtual programs for advisors.
But why? As Julie says “when you lack a process for this work, you will lose opportunities to generate additional revenue. Not only that, but your client also misses out.”
She says “Your clients need you to know how to navigate the exit planning process and for you to direct them along the way. If you plan to execute any part of the exit planning process, this course will help you understand practical applications and HOW to get it off the ground!”
She said so many advisors have come to her over the years seeking help with how to develop a successful exit planning practice. Julie has generously helped hundreds of advisors over the past 8 years and these courses are designed to gain a very quick rate of return. If you implement what she teaches, you will be successful in the exit planning space.
The next “Advisor Program for CEPAs” starts January 10! Register Here
The next “CEPA Cohort” starts January 9! Register Here
Julie will be hosting two information sessions on these programs.
November 7th Webinar Registration
December 3rd Webinar Registration
Don't let your CEPA credential sit on ICE for another year! Take advantage of these programs and shorten your learning curve to a successful exit planning practice!
Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor
