
MICHELLE FULLER
Michelle previously led Private Wealth distribution for John Hancock Investment Management, with responsibility for the expansion of alternative investment solutions and private wealth advisor-focused distribution efforts in the United States. Prior to this role, she was tapped to build the firm’s Registered Investment Adviser (RIA) distribution efforts, hiring and leading a team of RIA salespeople. Michelle began her career with the firm with the responsibility of building out exchange-traded fund (ETF) distribution across the United States, leading a team of ETF specialists and managing relationships with key ETF stakeholders at partner firms nationwide. Before joining John Hancock Investment Management, Michelle held ETF specialist and national accounts roles at both PIMCO and State Street Global Advisors, respectively. She began her career at UBS Financial Services as a recruit into their Graduate Talent Program. Michelle holds FINRA Series 7, 66 and 24 licenses, as well as the Certified Investment Management Analyst (CIMA), Certified ETF Advisor (CETF) and Certified Exit Planning Advisor (CEPA) designations.
Since earning the Certified Exit Planned Advisor (CEPA) designation in March 2023, Michelle has not only worked with wealth advisors to educate on the benefits of working more closely with business owners, but has built a network Value Growth Advisors, M&A advisors, business brokers, and business advisors and coaches. Interestingly, Michelle has been married into a family business for nearly 20 years, affording her a unique perspective into the many dynamics of business ownership and entrepreneurial mindsets. She has been a featured speaker with Forbes, FA Magazine, and the Exit Planning Institute.
Michelle previously led Private Wealth distribution for John Hancock Investment Management, with responsibility for the expansion of alternative investment solutions and private wealth advisor-focused distribution efforts in the United States. Prior to this role, she was tapped to build the firm’s Registered Investment Adviser (RIA) distribution efforts, hiring and leading a team of RIA salespeople. Michelle began her career with the firm with the responsibility of building out exchange-traded fund (ETF) distribution across the United States, leading a team of ETF specialists and managing relationships with key ETF stakeholders at partner firms nationwide. Before joining John Hancock Investment Management, Michelle held ETF specialist and national accounts roles at both PIMCO and State Street Global Advisors, respectively. She began her career at UBS Financial Services as a recruit into their Graduate Talent Program. Michelle holds FINRA Series 7, 66 and 24 licenses, as well as the Certified Investment Management Analyst (CIMA), Certified ETF Advisor (CETF) and Certified Exit Planning Advisor (CEPA) designations.
Since earning the Certified Exit Planned Advisor (CEPA) designation in March 2023, Michelle has not only worked with wealth advisors to educate on the benefits of working more closely with business owners, but has built a network Value Growth Advisors, M&A advisors, business brokers, and business advisors and coaches. Interestingly, Michelle has been married into a family business for nearly 20 years, affording her a unique perspective into the many dynamics of business ownership and entrepreneurial mindsets. She has been a featured speaker with Forbes, FA Magazine, and the Exit Planning Institute.
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- Website:
https://www.getgrowthaccelerated.com - Phone: 9732197306
- Email:
michelle@getgrowthaccelerated.com - City: Shrewsbury
- State: Massachusetts
- Postal Code: 01545
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: Growth Accelerated, LLC.
MICHELLE FULLER

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
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2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
