AUGUST 2023 - FREE MONTHLY AMA WEBINAR
Stop Answering Client Questions with ”It Depends”
Presented by Carl Richards & Abby Morton
Maximizing your business valuation should be a vital part of your growth strategy.
A high valuation will help attract investors, give you an edge in negotiations, and serve as a financial safety net.
And when you’re ready to sell, it ensures you’ll get the best return for your life’s work.
Who Should Attend?
- Growth-minded financial advisors
- Planning firm leaders
- How the Next Generation Can Increase the Value of Your Firm
- Ways to Maximize Your Valuation Without Increasing Revenue
- Why 70% of Business Owners Regret Selling: Helping You Plan Your Third Act
…to save your seat for this month’s webinar.
WHEN / WHERE:
Tuesday, October 24th
1:00 PM – 2:00 PM MDT
Complete this form to watch the recorded version of this webinar.
Growing up in a middle-class household, David DeCelle was determined to redefine success for his generation. Making money was a big motivator, but his ultimate goal was mastering the art of financial advising.
As CEO of Model FA, David empowers advisors with world-class coaching and marketing offers, always with the end in mind – their eventual business exit. A passionate learner and hard worker, he thrives on acquiring life-enhancing knowledge and helping others succeed.
Reese Harper, CFP®
Reese Harper is the founder of Dentist Advisors and Elements®. With over 20 years of experience in the financial planning industry, Reese is dedicated to equipping financial professionals with the tools needed to provide a consistent and meaningful planning experience.
A true leader in the field, Reese continues to make a significant impact on the industry.
Attract & Retain More Next-Gen Clients
Are you ready for the $70B wealth transfer?
A surge of next-generation investors is on the horizon.
Discover how Elements enables you to offer what (studies show) they want most in an advisor.