BREW: Selling a Financial Advisory Practice

16oct12:00 pm12:30 pmBREW: Selling a Financial Advisory PracticeTiffany Markarian, Managing Director, Advantus Marketing

Event Details

Tiffany Markarian, Managing Director for Advantus Marketing, will explore the complexities of selling a financial advisory practice. Whether you’re thinking about transitioning out of the business or are actively preparing for a sale, this podcast is designed to help financial advisors navigate the entire process—from valuing your practice and finding the right buyer to managing the emotional and financial aspects of the transition. Learn the factors and considerations involved in the succession process and how your operational strategy can affect the value of your practice.

Virtual Event Details

Event is going live in . . . . . .

Join the live stream

Join the Event Now

Time

October 16, 2024 12:00 pm - 12:30 pm

Go to Top