Collaboration: Simple, But Not Easy


Collaboration: Simple, But Not Easy

Many professional advisers overlook the importance of building out a successful team. The truth is, your team could definitely make or break your practice. Having advisers you know, like and trust is essential to building a successful exit planning practice and Julie Keyes is going to share some insights and practical tips you can use to make it a winning situation for everyone, especially your clients.


Learning Objectives:

  • Learn how to find and vet prospective team members
  • Learn how to develop best practices in working as a team
  • Identify ways to make your team your primary referral source
  • Identify various professionals outside a normal exit planning team and how best to utilize their expertise in an exit planning engagement



About The Exit Planning Advisor Playbook Series:

The EPI Exit Planning Advisor Playbook Webinar Series is a FREE weekly web-based continuing education presentation for EPI members and the general public.

How are financial advisors, accountants, consultants, attorneys, and M&A advisors implementing what they learned through EPI inside of their practices and with their owners? This webinar series is for professional advisors who are looking to build out a significant practice by incorporating exit planning concepts and processes into their marketing and services. Advisors also want to drive best practices and have better conversations with business owners. This series will feature experts in practice development, practice management, marketing and branding, delivery of exit planning services, tools and resources, and strategic planning. Accompanying speakers will be advisors just like you, sharing their stories. Register today and enhance your exit planning knowledge every month with EPI!



Exit planning is one of the fasting growing industries in the financial/professional services industry and EPI is committed to bringing you the best industry content, right at your fingertips! We are proud to offer hundreds of free webinars each year to keep you current on technical, business development, and special interest topics: designed to help you sharpen your skills and advance your career.

About the Presenter

Julie Keyes, CEPA

Julie Keyes, CEPA

Founder, Author, KeyeStrategies, LLC

Contact Julie

Julie Keyes is a Certified Exit Planning Adviser and author of “Poised for Exit: A Woman Entrepreneur’s Guide to Business Transition”. As a life-long entrepreneur, she brings an uncommon set of skills and talent to every speaking and consulting engagement. Through her work as a consultant, podcaster, author, national speaker and instructor she’s committed to helping business owners exit on their own terms and not someone else’s.

Connect with the Presenter: KeyeStrategies, LLC |  Website:  |

Phone: (763) 350-5563 |  Email: Connect with Julie