This group offers you an opportunity to network and share ideas with Women Advisors from across the nation. We will also update you on plans for our live Women Advisors Forum meetings in New York, Dallas, Chicago and California. LinkedIn
Geri Eisenman Pell, CFP, MBA Private Wealth Advisor, President, PELL WEALTH PARTNERS, A PRIVATE WEALTH ADVISORY PRACTICE OF AMERIPRISE FINANCIAL SERVICES, INC
When thinking about growing your practice, it’s important to consider every option. Practice acquisition can be a strong and lucrative vehicle for growth, and can feature the added bonus of functioning as long-term preparation for succession.
Geri Pell, CFP®, MBA Private Wealth Advisor President, PELL WEALTH PARTNERS (Multi-Million Dollar Woman panelist in Florida in 2012)
Practice Acquisition as a vehicle for practice growth, and long-term preparation for succession.