Moderator: Ray Sclafani, ClientWise
Gabriel Garcia, Pershing Advisor Solutions LLC
Steve Samuels, Merrill Lynch
Practice owners must continuously and routinely focus on key areas of their business to create practice value. From branding to revenue growth, developing team members to developing clients, sustainability to succession, every decision about your business creates or cuts into practice value. This session focuses on strategies to recognize, grow and ultimately realize monetized value from your wealth advisory practice.