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Transition Options Advisor Bundle
BundleLearn the fundamentals of transition readiness and acceleration and join a cohort of advisors in the Path to Success to learn how to work with owners in a more meaningful way.
$1,699
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Decision Dynamics Practitioner Training Bundle
BundlePowered by Better Practice™
Our Certified Practitioner Training includes our Introduction to Decision Dynamics Course and the Decision Dynamics Practitioner Course.$749
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Jumpstart Women's Forum
BundlePowered by KeyeStrategies™
This powerful bundle is the perfect next step for growing or restructuring your value acceleration and transition planning practice. Designed with the needs of women advisors and clients in mind.$699
Products
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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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Next Level Discovery: Deep Dive
CourseThis session will help you elevate your discovery process to make it more enjoyable for you and your prospects and clients while also collecting meaningful, helpful information to better inform your ongoing relationship.
$19
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Transition Readiness Advisor Bundle
BundleThis bundle combines peer learning interactive training and one-on-one mentoring with the self-guided Jumpstart course to ensure your value acceleration and transition planning practice gains traction and grows.
$1,899
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Jumpstart Women's Forum
BundlePowered by KeyeStrategies™
This powerful bundle is the perfect next step for growing or restructuring your value acceleration and transition planning practice. Designed with the needs of women advisors and clients in mind.$699
-
Decision Dynamics Practitioner Training Bundle
BundlePowered by Better Practice™
Our Certified Practitioner Training includes our Introduction to Decision Dynamics Course and the Decision Dynamics Practitioner Course.$749
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Embracing Uncertainty
CourseJohn Lazar, Joe Slatter and Janyce Fadden introduced and discussed ways of seeing and understanding our current environment.
Free