Doing Deals
📅 September 16, 2025 at 1:00 PM
In this webinar we will introduce prospective buyers and sellers to essential elements of doing a deal. We will also cover support options that are available for both buyers and sellers.
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Practice Sale Multiples
📅 September 18, 2025 at 1:00 PM
The explosion of interest in acquisitions over the past several years has generated tremendous growth – and speculation. In this webinar we will separate fact from fiction around multiples and help buyers and sellers set realistic expectations for deals.
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Capacity killers
📅 September 25, 2025 at 1:00 PM
During this session, you'll gain tips to creating a work week that you can get excited about. We will share strategies that we provide to our practices that allow them more time for profitable activities and mitigate the impact of distractions in your day. There will be a Q&A session following the presentation.
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Stop Cold Calling:
📅 September 4, 2025 at 1:00 PM
During this session, you will learn strategies to position your practice for organic growth. We will share our best practices around how we help Financial Advisors meet their markets and create scaled and repeatable growth opportunities. A live Q&A session will follow.
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Business Valuations for Financial Advisors
📅 August 21, 2025 at 1:00 PM
Your financial advisory practice is likely your largest asset. Understanding what influences practice value and what you can do to manage, grow, and protect you value is critical to ensuring your financial future.
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Sell and Stay
📅 August 7, 2025 at 1:00 PM
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 ahead of this trend – without having to retire from the work they love to do.
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Its Time To Sell
📅 June 26, 2025 at 1:00 PM
Learn why so many advisors delay selling, the costs of waiting, and the top factors that make now a prime time for advisors to sell their practice.
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