You worked hard and passed your CEPA exam, now how do you jumpstart your new exit planning practice? Julie will show you some key strategies that will get your business moving fast. She will show you how to integrate exit planning with your current professional practice, how to align the services you have delivered in the past with those you now want to add as a Certified Exit Planning Advisor.
- Find out how to get your practice off the ground.
- Find out how to build a collaborative team.
- Find out how to stay focused.
- Find out how to spread the word.
About the Presenter:
Hear from guest presenter, Julie Keyes, Founder – KeyeStrategies, LLC.Meet the Presenter