How to buy, how to sell a financial services practice
December 5, 2013 2:00 PM ET
Subjects we will touch on include:
- The types of continuity plans and the strengths and weaknesses of each
- Two ways to double the value of your practice in a sale
- How to position your practice for acquisition success
- Examples of practice acquisitions and lessons learned from each
Doug English, CFP?
Financial Advisor Continuity
Eligible for 1 CE Credit.
- Yes, to Another Wirehouse or Regional Firm.
- Yes, Considering Independence.