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Six Strategies to Increase the Value of Your Practice for Optimal Sale

Watch live on May 10, 2018 | 2:00pm ET / 11:00am PT



PRESENTER
Kimbery Branch, CFP®
Vice President of Marketing Strategy
American Portfolios Financial Services
MODERATOR
David Armstrong
Editor in Chief
WealthManagement.com

Don't leave your clients and employees high and dry...start planning for the future of your practice now.

While many advisors prove adept at helping clients plan for their financial futures, many fall short when it comes to planning their own. Some estimates by State Street Global Advisors show that over the next decade, nearly 7,000 advisors controlling more that $2 trillion in assets will retire - and more than two-thirds of advisors have no succession plan in place.

What you’ll learn from attending this webinar...
• How to measure the value of your practice
• Types of succession plans, and their advantages and disadvantages
• Six ways to drive up practice value
• Plus much more...

*CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.


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TAGS: Resources