Build exit and transition planning into your practice

Jumpstart – powered by KeyeStrategies™ is the perfect next step for value acceleration and transition planning. Whether 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 exit planning practice, Jumpstart is for you.


Jumpstart is online self-paced course where Julie walks you through the steps in establishing a successful exit planning practice.

 

Jumpstart will help you ensure your value acceleration and transition planning practice gains traction and grows.  You will leave the program with a path to building your exit planning practice.

 

Course deliverables:

  • Tips to get your practice off the ground
  • Learn how to build a collaborative team
  • Tips to stay focused and set realistic goals
  • Exercises to help you get the most of the program
  • Marketing and business development tips to help spread the word
  • Defining your process to master practice execution
  • 5 CEPA credits

Free Download

ACCESS A FREE PREVIEW OF ONE OF THE RESOURCES INCLUDED IN THE PROGRAM

Watch Intro Video

What you will work towards

  • Getting Your Practice off the Ground

  • Building a Collaborative Team

  • Spreading the Word

  • Staying Focused

  • Mastering Practice Execution

Program Outline

    1. Welcome to Jumpstart

    2. Working through the course

    3. My Learning Objectives

    4. Tools and Resources

    1. Getting Your Practice Off the Ground

    2. Building your Practice

    3. SWOT Analysis Lesson

    4. SWOT Analysis

    5. SWOT Analysis Exercise

    6. Purpose and Goals Lesson

    7. Purpose and Goals

    8. Three and One Year Vision and Goals Exercise

    9. Initiatives and Priorities Lesson

    10. Initiatives and Priorities

    11. 90 day Rocks Exercise

    12. Tools and Resources

    13. Module 1 - Quiz

    1. Building Your Collaborative Team Lesson

    2. Building Your Collaborative Team

    3. Choosing Right Fit Advisors for Your Team Exercise

    4. Ideal Team Member Lesson

    5. Ideal Team

    6. Describe The Ideal Team Exercise

    7. Your Network

    8. Your Network Exercise

      FREE PREVIEW
    9. Filling out Your Team Exercise

    10. Handling Resistance Exercise

    11. Internal Team Lesson

    12. Internal Teams

    13. Internal Teams Exercise

    14. Tools and Resources

    15. Module 2 - Quiz

    1. Sticking With Your Plan Lesson

    2. Sticking With Your plan

    3. Obstacles Lesson

    4. Identify Obstacles to Your Success Exercise

    5. Staying Motivated Lesson

    6. Staying Motivated

    7. Tools and Resources

    8. Module 3 - Quiz

    1. How to Build Your Practice Lesson

    2. How to Build Your Practice?

    3. Becoming known - Business Development Strategies

    4. Business Development Strategies and Tactics

    5. Becoming Known

    6. What it means to be a Thought Leader

    7. What It Means to be a Thought Leader

    8. Interviewing A Thought Leader Exercise

    9. You Are a Thought Leader Exercise

    10. Putting a Marketing Plan Together

    11. Putting a marketing plan together

    12. Analyze Your Memberships Exercise

    13. Take a Deeper Dive Exercise

    14. Social Media Plan and Process Exercise

    15. Tools and Resources

    16. Module 4 - Quiz

    1. Mastering Practice Execution

    2. Systems and Processes

    3. Systems and Processes Exercise

    4. External Teams

    5. Execution is Everything

    6. Home Work and Final Thoughts

    7. Tools and Resources

    8. Module 5 - Quiz

About this course

  • $499.00
  • 64 lessons
  • 3 hours of video content

Jumpstart Your Practice

This course will give you the framework to build an action plan and generate new ideas for expanding your practice to include value acceleration and transition planning.

What people are saying

What's included

  • Video lessons

    Practical tools and actionable plans.

  • Exercises, Tools and Resources

    Planning tools and materials to support building your practice.

  • Best practices

    Julie shares proven tips and best practices based on experience.

Instructor