Portland, Ore. (July 19, 2018) – Succession Resource Group (SRG) is excited to participate in the 2018 LPL Focus Conference in Boston, MA, from July 29 to August 1, and will be bringing three industry experts to provide free one-on-one consultations in their private meeting area at booth #30. These sessions will be focused on providing advice from experts with more than 30+ of combined experience who work with LPL advisors everyday.
Attending from SRG will be David Grau Jr., Erik Pahlow, and Nicole Frey, providing expert advice and recommendations related to:
Attendees at the 2018 LPL Focus Conference can pre-register for the consultation at https://www.successionresource.com/event/lpl-focus-conference/.
25-Minute Free Consultation Schedule
Monday, July 30:
7:00 a.m. – 4:30 p.m. EDT (19 available slots)
Tuesday, July 31:
7:00 a.m. – 2:30 p.m. EDT (15 available slots)
About Succession Resource Group
Succession Resource Group, Inc. is a succession consulting firm specialized in helping financial professionals value, protect, merge/acquire, and develop exit strategies for their business. With decades of combined industry experience, SRG possesses a unique combination of skills, resources and expertise to help advisors understand the value of their business, develop strategies to improve that value, protect it with comprehensive contingency and succession plans, and grow through acquisition.
For more information on Succession Resource Group, visit https://www.successionresource.com.
Contact: David Pan – PR & Marketing Coordinator
Phone: (503) 683-8959
Email: david.pan@successionresourcegroup.com
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