Course Outline

    1. Assembling a Team of Advisors Video

    2. Assembling a Team of Advisors Exercise

    3. Rate Your Advisors Worksheet

  • Free
  • 3 lessons

RFN Contributor

Julie Keyes

Julie Keyes is a national speaker, teacher and Certified Exit Planner. Her mission with every client or audience is to unpack the mystery of Exit Planning, explain the process and provide a road map for succession that owners can understand, and advisers can implement.