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September 2017

Practitioner to CEO: Controlling the Value of Your Business – Honolulu, HI

September 21 @ 9:45 am - 10:30 am
Ala Moana Hotel,
410 Atkinson Dr, Honolulu, HI 96814 United States
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As the financial services industry has changed over the course of your career so has the concept of value & ability/need for succession & exit planning. Build and grow a valuable enterprise by identifying key value drivers/detractors, structuring a sustainable & attractive business model, planning for the inevitable, & best practices being used today to plan for tomorrow. See the full schedule at http://www.fpahawaii.org/images/stories/FormsArticles/2017_SympFlyer2.pdf                  

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[Webinar] 3 Biggest Mistakes to Avoid with Your Succession Plan

September 27 @ 11:00 am - 12:00 pm
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October 2017

Acquiring a Practice in a Competitive Marketplace – New Orleans, LA

October 4 @ 8:00 am - 5:00 pm

Today, financial advisors over 60 manage approximately $2.3 trillion in assets. This represents an extraordinary opportunity for you to gather assets and grow exponentially by acquiring books of business from advisors who are ready to retire. Register today to learn about your options and the financial resources available to help you grow. In this half day workshop, you will learn: The most current industry data on the M&A market for advisors from 2016 and projections for 2017 How to attract…

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Prospera Financial Services Annual Conference

October 11 - October 13
TBD,
Dallas, TX United States
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Prospera Financial Services, Inc., member FINRA/SIPC and a registered investment advisory, is a Texas based financial firm founded in 1982 as a full-service, boutique broker-dealer and support organization for successful independent Financial Professionals. Succession Resource Group will present for two (2) speaking sessions & will be hosting a booth at this event.

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Ameriprise Advisor Growth Conference – La Quinta, CA

October 16 @ 8:00 am - October 18 @ 5:00 pm
Unnamed Venue,
La Quinta, CA
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Ameriprise Financial Services Inc., member FINRA/SIPC and a registered investment advisory was founded in 1894 in Minneapolis, MN, as a full service broker-dealer for their affiliated successful financial professionals. Succession Resource Group will be a hosting a booth at this event.

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NAIFA Event

October 17 @ 8:00 am - 5:00 pm

                       

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Waddell & Reed – Top Performer Conference

October 18 @ 8:00 am - 5:00 pm

Waddell & Reed Financial Inc., member FINRA/SIPC and a registered investment advisor was founded in 1937 and is a full service broker-dealer for their affiliated successful financial professionals and registered investment advisors. Succession Resource Group will present for one speaking session.                

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November 2017

First Affirmative Financial Network Event

November 5 @ 8:00 am - 5:00 pm
Unnamed Venue,
Colorado Springs,, CO
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Commonwealth Webinar – Annual M&A Update for Advisors

November 7 @ 1:00 pm - 2:00 pm

: The market for mergers and acquisitions of financial service practices continues to evolve and become more complex each year. This session will look back at the mergers and acquisitions in the financial services industry last year to provide attendees with the most current and interesting information affecting their practice’s value. SRG will review key observations of the market for buying and selling financial service businesses, valuation/succession trends, and share projections for the coming year, and much more. This presentation…

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