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Jumpstart your Exit Planning Practice Workshop

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*Formerly known as Accelerate your Exit Planning Practice*

One of the biggest challenges you’ll encounter as an Exit Planner is figuring out how to integrate it with your current professional practice. How do you align the services you have delivered in the past with those you want to add? It may feel like you're starting over, because in a way you are. With Julie’s expertise leading the way, you’ll discover how to successfully create and implement an integration action plan for the various services you wish to provide.

During the workshop, you will meet with Julie and the other attendees through a virtual meeting on Zoom, over the course of 5 different days. Each of the 5 days will cover a different topic.

Topics include: Getting your practice off the ground, building your collaborative team, staying focused, spreading the word (marketing and referrals), mastering practice execution, becoming a thought leader in your market.


*Select the corresponding start date when registering.

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

For more information about the program click here: https://keyestrategies.com/jumpstart-program/

(This is a virtual workshop on Zoom.com)

See what other CEPA's had to say about the course:

"This course was fantastic! Well worth the extra time and investment to further along our practice. It 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!"
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

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