MarshBerry FocalPoint Webinar: How to Maximize Your Firm's Value
August 15, 2024
1:00 - 1:45 PM ET
$249
No matter your career stage or the stage of your advisory business, and whether you intend to sell, are a lifestyle advisor, or are within 7 to 10 years of retirement, you can benefit from growing the value of your business. RIAs, wealth management firms, and retirement planning businesses have a variety of growth levers to choose from. But how do you know which lever to pull and when?
Join Rob Madore, Vice President, MarshBerry, and a strategic ‘advisor to advisors,’ who will walk you through actionable strategies you can deploy to maximize the value of your business at any stage, for any reason.
As a Vice President on MarshBerry’s Financial Advisory team, Rob’s development and implementation of sustainable growth strategies enables his team to deliver outstanding client service and highly competitive solutions to the wealth management and insurance distribution industries.
Rob’s experience with top retirement-focused advisors, wealth managers and Fortune 500 companies gives him a unique perspective on practice development, enhancement, and client delivery. Acutely aware of market trends, Rob uses the most current industry intelligence to identify new opportunities and successfully deliver financial results for his clients and partners.
For questions about this webinar, contact Marketing@MarshBerry.com