Perpetuating Growth:
Tools and Strategies for Building a Thriving Financial Practice
IFB Member: $39
Non-Member: $59
Are you ready to future-proof your financial practice? Join us for an engaging and practical workshop designed exclusively for independent financial professionals. We'll explore three essential strategies to grow and perpetuate your financial practice while maintaining control and flexibility:
• Learn how Partial Sales can help you optimize your book by segmenting and selling select clients.
• Dive into Deal Structures to understand the financial mechanics behind successful transactions, from both buyer and seller perspectives.
• Assess your Succession Readiness and discover actionable steps to ensure a seamless transition, whether your exit is imminent or decades away.
Each part features live demonstrations of Coming Up Next tools, tailored to empower your practice with cutting-edge solutions.
Whether you're planning for growth, transition, or both, this workshop will equip you with the insights and tools to take control of your professional future.
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