Watch as Todd Fulks, Sr. Vice President Succession Planning & Business Acquisition, Advisor Group, talks with Wealthmanagement.com about the challenges that financial advisors are facing and talks about the “10 pieces of the puzzle” for a succession plan.
Harris Baltch, Dynasty Head of M&A and Capital Strategies, is joined by Marty Bicknell, CEO of Mariner Wealth Advisors, to discuss how to negotiate and close RIA M&A successfully. Join the two as they delve into how to close deals in a virtual world, how a buyer can differentiate themselves from the pack, repeatable M&A tactics to move a deal from signing to closing and much more.
Advisors who are great at organic growth recognize that when it comes to building your client referral rate, you can travel fast—by asking for referrals—or you can travel far by focusing on client experience and advisor training.
They have high service expectations, are exceptionally busy and often overlook day-to-day tasks, like bill pay. As their trusted advisor, you can help them—by suggesting an automated bill pay service.
This presentation is designed to help financial professionals develop retirement income strategies that retirees will understand and embrace. Attend on June 16th at 2pm ET / 11am PT.
