Wednesday, September 18th at 1:00 EST

Too many advisors wait too long to sell their practice. As a result, they receive lower returns and have fewer options for succession. In this webinar, we’ll uncover why now is an ideal time to consider selling, explore why many practices are reaching peak value in the next few years, and share strategies to maximize your sale.

Wednesday, October 2nd at 1:00 EST

Your financial advisory practice is likely your largest asset. Understanding what influences practice value and what you can do to manage, grow, and protect your value is critical to ensuring your financial future. Join our upcoming webinar to uncover the key factors that drive practice value, explore current valuation trends, and learn how to time your decisions for optimal results.