Accelerate Your Exit Planning Practice

Professional Advisers: Ensure Your Success Today

One of the biggest challenges you’ll encounter as an Exit Planner is figuring out how to integrate Exit Planning with your current professional practice. How do you align the services you have delivered in the past with those you want to add now that you’re an Exit Planner? With Julie’s expertise leading the way, you’ll discover how to successfully create and implement an integration action plan.

Program Outline

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 practice. 

Over the course of 5 sessions, you’ll work towards:  

  • Getting your Practice off the Ground
  • Building a Collaborative Team
  • Staying Motivated (Setting Realistic Goals)
  • Spreading the Word (Marketing and Business Development)
  • Mastering Practice Execution (Defining a Proven Process)
  • Becoming a Thought Leader in your Market

Invest your time and resources into a program that pays dividends later.

  • Each session runs biweekly on Fridays from 9:00-10:15 AM CST. Learning modules are for the first hour, with open Q&A for the last 15 minutes.
  • During these sessions, you'll engage with other professional advisers and have the opportunity to network and learn from each other.
  • Each of these sessions includes an agenda, with assignments to help you get the most out of the Accelerate Program.
  • Investment in the program includes 3-4 hours per month of your time, and a program fee of $1,500 paid up front.

“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.”

Michael Ella
Key Private Bank

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