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Plantinum Sponsors




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Tuesday, June 12, 2012

9:45 a.m. - 10:15 a.m.

OPPORTUNITY FOR QUANTUM GROWTH THROUGH PRACTICE ACQUISITION

Patricia Moll Franchise Field Vice President, AMERIPRISE FINANCIAL

You've worked hard to build your practice client by client. That's a great way to start, but top advisors know the key to quantum growth is to acquire another practice. Where do you start? How do you find the right practice to purchase, determine an equitable price for the practice, finance the purchase and, most importantly, transition clients? Leveraging real life examples, you’ll learn the answers to these questions and take away best practices you can use to double or even triple the size of your practice.

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