Defining and Building the Perfect Practice

Defining and Building the Perfect Practice

Your business is likely your most valuable asset – and every day you are taking steps that increase or decrease its value. By knowing how some advisors are growing through quantum leaps, you can avoid going through the same struggles so many have experienced.

In this webinar hosted by United Planners, you will learn from two industry experts, David Grau, Jr., and David Hansen, on the key drivers and detractors of your practice value, including:

  • Two major strategies used by elite advisors to grow, find and close more deals 
  • One of the most effective ways elite advisors have been able to significantly increase the value of their business and drive revenue/client/asset growth for years to come. 

Join us for these key take-aways, as well as learning about more exciting ways to build the practice of your dreams and how to make that dream a reality.

David Grau, Jr. – CEO of Succession Resource Group 
David Grau Jr. is one of the leading speakers in the financial services industry on mergers and acquisitions of independently owned financial services firms, as well as valuation strategies and practice continuity issues, with over 200 presentations to his credit. In the past five years, he has spoken at variety of the industry’s leading firms, including LPL Financial Services, Wells Fargo, Ameriprise Financial, MetLife, ING, AIG, Fidelity, Jackson National, Prudential, FSI and at many FPA chapters around the country.

David Hansen – Cofounder of Elite Advisor Institute 
David Hansen’s prolific twenty-year career in the financial services sector included leading highly successful mergers and acquisitions and building a firm from $80 million in assets under management to almost $1 billion during his tenure as CEO leveraging success with organic growth as well as numerous acquisitions, mergers, and tuck-in recruits.

Fill out the form below and watch the webinar recording!

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