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
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 BREWcast 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.
