November 26, 2014 - As a financial advisor, you have likely built a business of substantial value. Unlike other businesses, your most valuable asset is the relationship you’ve built with your clients, which commands time and commitment to ensure a successful transition near the end of your career. Understanding your value, key value drivers and detractors, and how to develop a strategy to receive the value of your practice is becoming increasingly important and challenging.

In this webinar, David provides you with the most up-to-date data on:

    • The value of your business
    • How financial services businesses can and should be valued
    • Current deal terms
    • Recommendations for improving your value
    • 3 tips when selling, and 2 pitfalls every advisor should avoid

Complete the form below to get the tools you need to build a more valuable business and the strategies you should consider for someday realizing your value.

Watch Recorded Webinar