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The pace of acquisitions among financial advisors continues to be strong, due both to generational turnover and the changing regulatory environment. In this landscape, advisors should prepare and understand their options—whether they're a potential buyer or seller.
Join us as we will outline key areas advisors should understand as they consider buying or selling a practice:
• Finding the right match
• Deal structure & valuation
• Support & operations
• Client communication
CE credits have been applied for and are pending.
Senior Vice President, Innovation and Growth
Wells Fargo Advisors Financial Network
Continuing Education (CE) Credits are available to participants attending the LIVE presentation only. The presentation will be recorded, but credits will not be available for playback viewing.