Session 8: Recognize, Grow and Monetize Value From Your Wealth Advisory Firm and Wrap-up

Date: 
Tuesday, May 2, 2017 -
4:00pm to 5:40pm

Session type:

Moderator: Ray Sclafani, ClientWise

Panelists:
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.