Where
This is an online event.Follow Us    |
 VIRTUAL MEETING Topic:
Position Your Practice for Success, a Market Update Speaker(s): _____________________________ |
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Description:
A look at a year of volatility and resilience for the industry and how it affected practice values, deal terms, and buyer/seller matches. This session highlights the business and ownership attributes that make the most successful buyers and sellers, how to avoid the most common "deal killers,'' and where to start in evaluating your business potential and determining where to focus your business enhancement efforts. * This topic is currently under review by the CFP Board for 1.0 hour of CE credit. ___________________________________
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About the Speaker(s):
Marcus Hagood, Director of Equity Management Solutions, FP Transitions
Marcus is a financial services professional with over 25 years of industry experience helping financial advisors accomplish the goals of establishing, managing, and growing their financial services practices.
With experience in multiple roles at Mutual of Omaha, TD Ameritrade, Securities America, and FP Transitions, Marcus's varied experience has included everything from working as an advisor, to developing the first ever online brokerage window in a 401(k) plan. Continue reading bio here  |
