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Metropolitan Club
1 East 60th Street
New York, NY 10022
(212) 838-7400

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Conference Agenda

Wednesday, May 15, 2013

2:40 PM - 3:15 PM

PRACTICE ACQUISITION FOR QUANTUM GROWTH

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.

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