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Hosted by Northeast Florida FPA

Building Equity in Your Practice

Whether You Keep It, or Sell It

 

You work hard to grow your clients’ assets.  Are you doing the same for yourself with the value of your practice?  Statistically speaking, the largest asset most advisors have is their business.  Some attributes of an advisor’s book of business make more of an impact to future value than others.  Do you know which ones can help and which can hurt?  When should you start developing a plan for capturing that value and how do you do it?

 

Our chapter’s continuing education event this past April discussed many of the problems in our industry in relation to growing a business and creating succession planning.  This roundtable event is geared towards SOLUTIONS.  Join your fellow colleagues to DISCUSS and share ideas on this important topic.  Regardless of where you are in your practice evolution – just starting out, going strong, or drawing near to your own retirement, this is a conversation you’ll want to be a part of.

This is part of our Practice Management Series. Our format is typically a roundtable discussion where attendees are able to exchange experiences, gain new insights to help meet the dynamic challenges of the financial planning profession. From leveraging technology to buying and selling your practice. From crafting your unique value proposition to driving more referrals to your business.

These sessions are designed to be highly interactive. Whether you are just beginning your practice or looking to transition into retirement -- Practice Management Events are a "must attend."

This is the perfect opportunity to network. We'll prepare some questions to get the conversation rolling and to keep it on track.

There is no charge for this meeting - except for what you order from the menu.

RSVP by using one of the options at the bottom of this page so we can have a table big enough for this discussion.

Thursday, September 18, 2014
7:30 AM - 8:45 AM

Location

Mimi's Cafe
10209 River Coast Dr
Jacksonville   FL   32246
(904)620-0660
 
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