125 - Julie Keyes Recaps 2022 and Looks ahead to 2023!

11/30/22 • 24 min

Julie Keyes Recaps 2022 and Looks ahead to 2023!
In this #PoisedforExit episode, Julie is interviewed by her producer, Bob Sansevere. Let's start by highlighting the hefty discount on the BRT course for Small Business Week! You get the complete course for only $199! That is a 60% savings over the regular price using promo code SMALLBIZ2022. So don't delay, this deal expires Saturday, December 3rd. Now back to the podcast. Bob and Julie cover a bit about her work as an exit planner, and then move on to talk about some of her favorite episodes of 2022.
If you are in a family business and plan to transition internally, check out these episodes: "Choosing and Preparing Your Successor" with Heather Parbst and "Remodeling a Remodeling Business" with John and Marc Sylvestre.

If a big 2023 initiative for your company is to increase top line sales, check out the interview with Scott Plum called "Stop Helping People and Start Working with People"

If your company needs to build a stronger culture and you don't know where to start, listen to Super Bowl Champion, Ben Utecht's interview called "Let's Talk Culture"

Julie also talked about what's coming up in 2023; new guests, returning guests and some new sponsors to feature as well including TrustPoint and Evolve Systems!

Check out the episode here!
Thank you to this month’s sponsor! Sunbelt Business Advisors and John A Knutson & Co, PLLP, JAK + Co and TrustPoint

Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor

If a big 2023 initiative for your company is to increase top line sales, check out the interview with Scott Plum called "Stop Helping People and Start Working with People"

If your company needs to build a stronger culture and you don't know where to start, listen to Super Bowl Champion, Ben Utecht's interview called "Let's Talk Culture"

Julie also talked about what's coming up in 2023; new guests, returning guests and some new sponsors to feature as well including TrustPoint and Evolve Systems!

Check out the episode here!
Thank you to this month’s sponsor! Sunbelt Business Advisors and John A Knutson & Co, PLLP, JAK + Co and TrustPoint

Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor

Previous Episode

124 - Introducing NV Brands!

Introducing NV Brands!
Today's episode featured Nicki Vincent, Founder and CEO of NV Brands. Nicki's vast professional network and reputation for being a master connector prompted her to leave her long standing corporate position as Executive Director of ACG MN and expand her reach by starting up her own venture.

NV Brands brings the best of what Nicki has built and practiced for many years, that is, bringing people together. From event planning and professional business development, to executive coaching and business brokering, NV Brands will raise your professional profile among your target audience.

Spending the past 27 years in the Middle Market space, Nicki and her team have established a network of professionals from across the country and in various disciplines. Many of whom have looked to her over the years for strategic introductions and referrals to other trusted advisors and firms. Her reputation for this work has earned her the nickname of "Master Connector" and it fits her like a glove.

NV Brands will help you organize and conduct 'outside the box' events that will bring the kind of ROI you've been missing, while intentionally focusing on business development tactics that bring in leads from dollars spent. So many times events are more brand building than anything else, but Nicki and her team know how to maximize the opportunity so the hosts come away with a greater return than they ever got with their former event planners.

Executive coaching and business development is another primary area of focus for NV Brands. The expertise of Nicki's coaching skills along with the creativity of the team is the magic mix that brings success for their clients, every time.

Watch for 2023 social and educational events hosted by NV Brands that can be found on LinkedIn and Facebook where you can sign up to stay connected.

Listen to the episode here
Find Nicki Vincent here and Julie hereThank you to this month’s sponsor! Sunbelt Business Advisors and John A Knutson & Co, PLLP, JAK + Co

Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor

Next Episode

126 - Planning and Future Dollars: Every Owner's Needs are Unique

Planning and Future Dollars: Every Owner's Needs are Unique

I had the privilege of interviewing a favorite adviser of mine today with Edward Jones, Jesse Abercrombie. Jesse is a CEPA like me, and we know each other through the Exit Planning Institute. We refer clients to each other and enjoy our collaborative work, because our values and client centric philosophies align well.

Jesse got his start in the financial planning industry 20 years ago and has built a very successful practice in working with business owners. Most financial advisers don't work with business owners because the gratification of investable assets doesn't generally come until there's a liquidity event, but Jesse had the vision for the future and even though he knew it would be a longer road to build up his practice, he stayed the course with his owner clients, advising them along the way until the time came for an exit. At that point, they've established a strong, trusting relationship that leaves the client knowing Jesse's got their back.

Jesse's approach is all customized, and knows it has to be, because each case and each client's needs are unique. No cookie cutter here. He talked about how he loves working with entrepreneurs; how driven they are to succeed and grow something from nothing.

Jesse is a leader with his clients, but also a leader within the Edward Jones organization. Many advisers, especially newer ones, will connect with him for advice on launching and building a practice. Those who have added exit planning onto their practice especially appreciate Jesse's expertise and advice in this area. He operates within the corporate values of Edward Jones, helping other advisers become great at what they do by sharing his best practices generously.

For more about Jesse and Edward Jones, listen to the episode here
Find Julie here
Thank you to this month’s sponsor! Sunbelt Business Advisors and John A Knutson & Co, PLLP, JAK + Co and TrustPoint

Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor