[Advanced Workshop] Accelerate Your Exit Planning & Value Growth Practice Workshop with Julie Keyes

Room: Swearington

9:00 am - 3:00 pm

MARKETING & BUSINESS DEVELOPMENT

Meet Your Presenter

Accelerate Your Practice Growth Strategy

One of the biggest challenges you’ll encounter as an Exit Planner or Value Growth Adviser 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. Don’t miss this annual workshop offered at the Summit.

Cost to Attend: +$1,500
(not included in Summit registration)

REGISTER NOW


 

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Who Should Attend

Certified Exit Planning Advisors (CEPA)
Value growth advisors
Strategic Consultants
Any CEPA interested in executing Triggering Events


 

Meet the Presenter

EMAIL | LINKEDIN | WEBSITE

Meet Julie Keyes: EPI’s Leader of the Year and CEPA instructor, Julie Keyes helps advisers unlock their potential by implementing long-term strategies for their companies and personal growth.

Recognized as one of the top advisers in Minnesota, Julie brings her training and 30 years of hands-on experience as co-founder of three businesses to her diverse portfolio of work with advisers of business owners.

Learn more about Julie Keyes by visiting her speaker profile.


 

Continuing Education (CE) Credits

CPE: 5 hours
CFP®: 0 units
CEPA: 5 credits


 

Cost to Attend: +$1,500
(Workshop is not included in two-day Summit registration)

2-DAY SUMMIT ONLY
$1,050
GET 3-DAY BUNDLE
+$1,500

LEARNING OBJECTIVES

Attendees will learn the following key takeaways:

  • Getting your practice off the ground (staying motivated)
  • Building your collaborative team
  • Spreading the word (marketing and referrals)
  • Becoming a thought leader in your market
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