Exit Planning Advisor Cohort

The Exit Planning Advisor Cohort consists of nine 90 min sessions:

• One Exit Planning Business Development or Best Practices Topic covered each session

• Access to KeyeStrategies Exit Planning Tools

• A Complimentary copy of “Poised for Exit 3rd Edition” Kindle version

• Opportunities to brainstorm and network with other Advisors in the group

• Peer group discussions and case studies that are powerful, relevant and action oriented

• $1995 total for all 9 sessions; lower than typical Peer Groups

• Individualized one-hour coaching sessions available at a special rate of $200 per session

Cohort Agenda:

1. Member Check in: Share a Highlight and a Lowlight in your practice right now

2. Round Table Discussion: Interactive discussion of Member highlights, lowlights and Case situations.

3. Learning Topic 15 minute from a subject matter expert in exit planning or best practices in business development

4. Member Spotlight: one-two advisors and give additional time to talk about current client matters and ways they can be more effective in exit planning delivery with feedback from the group.

5. Wrap up with Q&A, Feedback 5 minutes

The first session will take place on Friday, June 13th, 2025, 9:00 – 10:30 am CST.

All subsequent sessions will be held the second Friday of the month through February 13th.

- Friday, June 13th, 2025 | 9:00 – 10:30 am CST

- Friday, July 11th, 2025 | 9:00 – 10:30 am CST

- Friday, August 8th, 2025 | 9:00 – 10:30 am CST

- Friday, September 12th, 2025 | 9:00 – 10:30 am CST

- Friday, October 10th, 2025 | 9:00 – 10:30 am CST

- Friday, November 14th, 2025 | 9:00 – 10:30 am CST

- Friday, December 12th, 2025 | 9:00 – 10:30 am CST

- Friday, January 9th, 2026 | 9:00 – 10:30 am CST

- Friday, February 13th, 2026 | 9:00 – 10:30 am CST

REGISTER FOR THE EXIT PLANNING ADVISOR COHORT

Registration Options

Exit Planning Advisor Cohort ($1,995.00)
For professional advisors looking to gain valuable insights, practical strategies, and exclusive resources to elevate their advisory practice, with Julie Keyes.

Payment Options

Full Payment ($1,995.00)
Deposit Payment ($997.50)

YOUR INFORMATION

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Running Total

$1,995.00

Total