Kellie Nock

Posts by Kellie Nock

Meet the 2025 Excellence in Exit Planning Award Winners
Excellence in Exit Planning Award Winners on blue background, headshots of Joe Seetoo, Rick Krebs, and Renee Russo

Meet the 2025 Excellence in Exit Planning Award Winners

May 6, 2025 4 min read
Meet the 2025 Circle of Excellence Inductees
Meet the 2025 Circle of Excellence Inductees

Meet the 2025 Circle of Excellence Inductees

May 1, 2025 3 min read
Recognizing CEPAs with 15 Years of Experience
Recognizing CEPAs with 15 Years of Experience headshots of cepas on green background with CEPA shield

Recognizing CEPAs with 15 Years of Experience

April 30, 2025 2 min read
Meet The Authors Attending the Author Showcase at the 2025 Exit Planning Summit

Meet The Authors Attending the Author Showcase at the 2025 Exit Planning Summit

April 22, 2025 11 min read
The Importance of Values in Exit Planning: Building a Legacy that Lasts

The Importance of Values in Exit Planning: Building a Legacy that Lasts

April 21, 2025 3 min read
The Power of Networking in Exit Planning
The Power of Networking in Exit Planning two professionals talking

The Power of Networking in Exit Planning

April 17, 2025 4 min read
Lessons from 20 Years of Exit Planning

Lessons from 20 Years of Exit Planning

April 10, 2025 3 min read
How Advisors Build Meaningful Client Relationships
How Advisors Build Meaningful Client Relationships two businessmen shaking hands smiling blue and yellow gradient background

How Advisors Build Meaningful Client Relationships

April 7, 2025 3 min read
Meet the 2025 Excellence in Exit Planning Nominees

Meet the 2025 Excellence in Exit Planning Nominees

April 3, 2025 18 min read