Session 8: Recognize and Grow Value From Your Wealth Advisory Firm

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

Session type:

Moderator: Ray Sclafani, PCC, ClientWise

Gabriel Garcia, Pershing Advisor Solutions LLC
Steve Samuels, Merrill Lynch
Brad Bueermann, FP Transitions

Practice owners continuously and routinely must focus on key areas of their businesses 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 value from your wealth advisory practice.