Accelerate Your Exit Planning Practice

Exit planning launch program for professional advisers

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.

Virtual Workshop 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. Register below.

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

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


Topics you’ll learn during the workshop:

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

  • Each session runs biweekly on Fridays from 9:00-10:30 AM CST. Learning modules are for the first hour, with open Q&A for the last 30 minutes.
  • During these dates, 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.

Upcoming Virtual Workshop Details:

  • Cost: The program fee will be $799, paid up front. 
  • Fall 2019 Session Dates: (Thursdays at 9:00-10:30 AM CST)
    • October 24th, 2019
    • November 7th, 2019
    • November 21st, 2019
    • December 5th, 2019
    • December 19th, 2019
  • Winter 2020 Session Dates: (Fridays at 9:00-10:30 AM CST)
    • January 10th, 2020
    • January 24th, 2020
    • February 7th, 2020
    • February 21st, 2020
    • February 28th, 2020
  • Spring 2020 Session Dates: (Fridays at 9:00-10:30 AM CST)
    • March 6th, 2020
    • March 20th, 2020
    • April 3rd, 2020
    • April 17th, 2020
    • May 1st, 2020
  • Summer 2020 Session Dates: (Fridays at 9:00-10:30 AM CST)
    • May 8th, 2020
    • May 22nd, 2020
    • June 12th, 2020
    • June 26th, 2020
    • July 10th, 2020
  • Fall 2020 Session Dates: (Fridays at 9:00-10:30 AM CST)
    • October 2nd, 2020
    • October 16th, 2020
    • November 6th, 2020
    • November 20th, 2020
    • December 4th, 2020


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.”

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

“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!”

Managing Partner, Waterfront Financial Group

“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.”

Investment Banker

“Julie is likable and trustworthy. She made great material more compelling.” 

Workshop Participant

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