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Advisor-to-Advisor Lunch and Learn: How Advisors Become Financial Practice Owners

April 28 @ 12:00 pm - 1:00 pm

In the FPA of Maryland’s first Advisor-to-Advisor Lunch & Learn, financial advisors looking to grow their financial practice or start an independent practice will hear from three financial advisors about growth through acquisition and organic growth.

As financial advisors, our primarily goal is to help our clients reach their financial goals. Another goal should be sustainability and long-term success for our practice. Without that, we can’t meet our primary goal. Sustainability and success can come from growth, either by creating or expanding an independent practice.

Peter Marshall and Sheryl Parks, MSF, CFP®, CDFA® of The Marshall Financial Group will share their experiences and best practices on growth through acquisition. Since founding MFG fifteen years ago, Peter has grown his practice from a single advisor with no staff to a team of 10, with 5 times as many assets under management. This growth has come primarily through the acquisition of 10 smaller practices over the last 11 years.

Dan Morrison, CFP®, ChFC®, CASL® of Jacob William Advisory will share effective strategies that challenge the conventional practice management approaches commonly seen in the financial services industry. By combining organic growth, inorganic growth and customer service excellence strategies advisors can produce a culture that exists both within your firm and with clients, making fees irrelevant. Dan is a founding partner and Chief Portfolio Officer of Jacob William Advisory.

The discussion will be led by Erik Sauer of On3Strategies.

Please click here to view the invitation and to register.

Details

Date:
April 28
Time:
12:00 pm - 1:00 pm

Venue

Zoom Meeting