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[Webinar] Defining and Building Your Perfect Practice

October 18, 2017 @ 11:00 am - 12:00 pm

Defining and Building the Perfect Practice

Oct 18, 201711:00am PDT1 hour

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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, we invite David Hansen, the Director from our sister company, Elite Advisor Institute, to discuss the key drivers and detractors of your practice value, including:

- The definition of a perfect practice
- Traits of successful advisors
- Business Development and marketing
- Mergers and acquisitions
- Succession planning

Join us for these key takeaways, as well as learning about more exciting ways to build the practice that has lasting value.

David Hansen – Cofounder of Elite Advisor Institute
David Hansen’s 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.


October 18, 2017
11:00 am - 12:00 pm
Event Category:


Succession Resource Group