The Birthday Show!
Julie Keyes is interviewed on her birthday in this episode! Bob stepped up to ask the questions; here's what they covered.
Julie talked about a couple of client success stories that occured recently. One was a family owned transition to the 3rd generation that's near completion. The 2nd gen owners are taking a lot of time off and allowing the 3rd Gen to run the business, and they're doing so very well. The other is also a family business, that was intended to be sold externally, until 3 years ago when the son expressed a desire to buy it (over 3 years ago). Fast forward, the son is doing extremely well leading the company growth strategy and sales are the best they've been in several years.
Julie also talked about two programs she's offering for professional advisors. The "Advisor Program" as it's called is for advisors looking to add exit planning services as a growth strategy for their primary services. She's put together a 6 session course that's delivered in real time, covering best practices in exit planning, coaching and case studies. The Exit Planning Cohort is a monthly coaching program for advisors that's run similar to a peer group. The advisor can expect a platform to express ideas, seek help and receive positive feedback and advice. The educational content is focused on the exit planning industry.
The sponsors of the show provide services that help grow the value of any business and provide services to owners that not only mitigate risk, but help them achieve the best outcome at the highest dollar amount. Julie highlights the services of each show sponsor.
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Listen to our Birthday Show here
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