Transition Readiness Advisor Bundle
Two of our top advisor programs bundled together - SAVE by registering today.
Reg $2,699
A program bundle built for advisors who work with business owners
Build your practice and learn from experienced value acceleration advisors.
Leave with confidence, processes and tools you need to accelerate your practice.
Transition Readiness Advisor Bundle
Save by bundling
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Programs
Jumpstart Your Exit Planning Practice
CourseWhether you are a recent graduate of an exit planning program, transitioning into offering value acceleration and transition planning or are looking to better structure your practice, Jumpstart will help ensure you gain traction and grow.
$499
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Programs
Path to Success Advisor Program
CourseIt's time to reimagine your traditional approach to client interactions. Alongside professional advisors, discover why you need to move away from a solutions-based approach and instead lead with curiosity, meaningful discovery and active listening.
$1,499
What's included:
Path to Success Advisor Cohort Program and
Jumpstart Your Exit Planning Program Self-paced Course
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Marketing and business development tips to help spread the word
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Define your process to master practice execution
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Establish a structured approach for owner client and prospect engagements
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The Path to success program includes live virtual interactive sessions, a cohort approach and one-on-one coaching opportunities to accelerate learning
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Both programs include video lessons and exercises to help you get the most from the program
Instructor(s)
Partner, Strategic Development and Partnerships (Canada)
Cindy Reid-Shelton,
CFP, ChFC, CLU, TEP, CEPA, CBA
Throughout Cindy Reid’s nearly 30 years as a trusted advisor and instructor in the financial industry, she has endeavoured to deliver the best advice available to clients and advisors alike.
As an industry professional and business owner who knows the value of expert advice, Cindy is committed to education and keeping on top of the ongoing evolution of the financial and economic landscapes. She has successfully achieved accreditation as a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Trust and Estate Practitioner (TEP), Certified Exit Planning Advisor (CEPA) and Certified Business Advisor (CBA).
RFN Instructor Julie Keyes
Julie Keyes is the founder and owner of KeyeStrategies, LLC in Minneapolis, MN specializing in exit and transition consulting for business owners of lower middle market companies. Julie has been an entrepreneur most of her life. As the founder and operator of several companies, she understands owner motivations and the balancing act they require to work both ‘in’ and ‘on’ the business.
Julie is a Certified Exit Planning Advisor and Value Growth Advisor. She works with business owners who seek to understand and maximize their exit and critical transition options. She founded the Exit Planning Institute Twin Cities Metro Area Chapter in 2016, serving as president until 2020, and is a faculty member for their CEPA program. In addition, Julie was awarded EPI’s 2017 “Leader of Year”.
Julie recently released her first book “Poised for Exit” which helps owners of privately held companies navigate the process of business exit. Her weekly podcast, of the same name, provides content relevant to business owners and advisors alike.
Julie built Jumpstart – powered by KeyeStrategies to help fellow advisors focus their intentions and efforts to promote themselves and their knowledge as value acceleration and transition planning professionals.
Email
Julie is a Certified Exit Planning Advisor and Value Growth Advisor. She works with business owners who seek to understand and maximize their exit and critical transition options. She founded the Exit Planning Institute Twin Cities Metro Area Chapter in 2016, serving as president until 2020, and is a faculty member for their CEPA program. In addition, Julie was awarded EPI’s 2017 “Leader of Year”.
Julie recently released her first book “Poised for Exit” which helps owners of privately held companies navigate the process of business exit. Her weekly podcast, of the same name, provides content relevant to business owners and advisors alike.
Julie built Jumpstart – powered by KeyeStrategies to help fellow advisors focus their intentions and efforts to promote themselves and their knowledge as value acceleration and transition planning professionals.
Partner, Strategic Development and Partnerships (USA)
Sean Hutchinson,
CEPA, CMAA
Over Sean Hutchinson’s 30 years in business, the most valuable lessons he has learned have been from business owners who generously shared their stories of success and struggle.
Sean’s primary focus is strategy and growth. He helps owners and their leadership teams to imagine what being a ‘company of the future’ looks like for them, and then helps them achieve it.
Partner, Strategic Development and Partnerships (Canada)
Cindy Reid-Shelton,
CFP, ChFC, CLU, TEP, CEPA, CBA
Throughout Cindy Reid’s nearly 30 years as a trusted advisor and instructor in the financial industry, she has endeavoured to deliver the best advice available to clients and advisors alike.
As an industry professional and business owner who knows the value of expert advice, Cindy is committed to education and keeping on top of the ongoing evolution of the financial and economic landscapes. She has successfully achieved accreditation as a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Trust and Estate Practitioner (TEP), Certified Exit Planning Advisor (CEPA) and Certified Business Advisor (CBA).
RFN Instructor Julie Keyes
Julie Keyes is the founder and owner of KeyeStrategies, LLC in Minneapolis, MN specializing in exit and transition consulting for business owners of lower middle market companies. Julie has been an entrepreneur most of her life. As the founder and operator of several companies, she understands owner motivations and the balancing act they require to work both ‘in’ and ‘on’ the business.
Julie is a Certified Exit Planning Advisor and Value Growth Advisor. She works with business owners who seek to understand and maximize their exit and critical transition options. She founded the Exit Planning Institute Twin Cities Metro Area Chapter in 2016, serving as president until 2020, and is a faculty member for their CEPA program. In addition, Julie was awarded EPI’s 2017 “Leader of Year”.
Julie recently released her first book “Poised for Exit” which helps owners of privately held companies navigate the process of business exit. Her weekly podcast, of the same name, provides content relevant to business owners and advisors alike.
Julie built Jumpstart – powered by KeyeStrategies to help fellow advisors focus their intentions and efforts to promote themselves and their knowledge as value acceleration and transition planning professionals.
Email
Julie is a Certified Exit Planning Advisor and Value Growth Advisor. She works with business owners who seek to understand and maximize their exit and critical transition options. She founded the Exit Planning Institute Twin Cities Metro Area Chapter in 2016, serving as president until 2020, and is a faculty member for their CEPA program. In addition, Julie was awarded EPI’s 2017 “Leader of Year”.
Julie recently released her first book “Poised for Exit” which helps owners of privately held companies navigate the process of business exit. Her weekly podcast, of the same name, provides content relevant to business owners and advisors alike.
Julie built Jumpstart – powered by KeyeStrategies to help fellow advisors focus their intentions and efforts to promote themselves and their knowledge as value acceleration and transition planning professionals.
Partner, Strategic Development and Partnerships (USA)
Sean Hutchinson,
CEPA, CMAA
Over Sean Hutchinson’s 30 years in business, the most valuable lessons he has learned have been from business owners who generously shared their stories of success and struggle.
Sean’s primary focus is strategy and growth. He helps owners and their leadership teams to imagine what being a ‘company of the future’ looks like for them, and then helps them achieve it.
Partner, Strategic Development and Partnerships (Canada)
Cindy Reid-Shelton,
CFP, ChFC, CLU, TEP, CEPA, CBA
Throughout Cindy Reid’s nearly 30 years as a trusted advisor and instructor in the financial industry, she has endeavoured to deliver the best advice available to clients and advisors alike.
As an industry professional and business owner who knows the value of expert advice, Cindy is committed to education and keeping on top of the ongoing evolution of the financial and economic landscapes. She has successfully achieved accreditation as a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Trust and Estate Practitioner (TEP), Certified Exit Planning Advisor (CEPA) and Certified Business Advisor (CBA).