Upcoming & Recorded Webinars

Upcoming

October 29, 2026 at 1:00 PM

Simple Succession Planning for Financial Advisors - Creating Your Three-Page Succession Plan

For many financial advisors, succession planning feels overwhelming. Complex legal structures, valuation models, buy-sell agreements, and emotional conside...

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Upcoming

November 5, 2026 at 1:00 PM

The Reality of Selling Your Practice: Multiples, Methods, and Market Thruths

If you’re thinking about selling your financial advisory practice in the next one to five years, you’ve likely heard a wide range of opinions about what pr...

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Upcoming

December 3, 2026 at 1:00 PM

Continuity Planning

As a financial advisor, you spend every day helping others plan for the future. Yet too often, we don’t pause to ask: what happens to my practice, my clien...

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Recorded

October 22, 2026 at 1:00 PM

Practice Valuation - Methods & Trends

This presentation provides a concise overview of how professional practices are valued and the key trends shaping today’s marketplace. It highlights the pr...

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Recorded

August 27, 2026 at 1:00 PM

Sell and Stay

Nearly half of advisors will retire over the next 5+ years – which will saturate the market and drive down prices. Advisors can cash in on their equity ahe...

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Recorded

August 20, 2026 at 1:00 PM

2029 – The Great AI Financial Services Disruption

The AI disruption in financial services will not happen all at once. It is already happening unevenly. Today, AI is broad but shallow. By 2029, it will be ...

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Recorded

August 13, 2026 at 1:00 PM

Exit Strategies for Financial Advisors

Financial advisors face one of the most consequential decisions of their careers when determining how to transition their practice. The optimal transition ...

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Recorded

July 9, 2026 at 1:00 PM

The Reality of Selling Your Practice: Multiples, Methods, and Market Truths

The purpose of this presentation is simple: to provide a clear, realistic summary of what drives practice value in today’s market—and what ultimately deter...

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