Acquisitions, Additions, and Mergers Webinar - Bill Good Marketing

Acquisitions, Additions, and Mergers Webinar

Jeff Concepcion
CEO of Stratos Wealth Partners

Acquisitions, Additions, and Mergers Webinar

How Advisors Are Growing and Retiring in 2020 and Beyond

With over two decades in the industry, our guest Jeff Concepcion understands the ins and outs of what it takes to establish a name, and a legacy, in the industry. 

Research has shown that over the next ten years, 40% of all financial advisors plan to retire. In fact, there are currently more CFPs over the age of 70 than there are under the age of 30.

While those numbers are insightful, the real revelation is that the vast majority of those advisors planning on retiring, don’t have a clear plan on how to do it.

When it comes to buying or selling a book of business, there is a desperate need for more education on everything involved with that transition.  So, we are hosting this webinar with special guest Jeff Concepcion to help you create a plan.

Your webinar hosts Frantz Widmaier (BGM COO) and Matt Hicken (BGM Senior VP of Client Success) will discuss how to:

  • Become informed on the options available to prepare for retirement/phase-out.
  • Bring on Jr. Advisors or family members.
  • Train your new Jr. Advisor.
  • Sell your business.
  • Transition out of business.
  • Acquire and integrate purchased books into your practice.
  • And more… 

With over two decades in the industry, Jeff understands the ins and outs of what it takes to establish a name, and a legacy, in the industry. 

On this webinar, we will be discussing some of the biggest misconceptions about buying or selling a book of business, the pros and cons to selling your business versus transitioning to a junior partner, and the key aspects of a successful transition.

By the end, you will:

  • Understand how to evaluate the value of your practice.
  • Know how to prepare your practice for sale.
  • Understand if you should sell your practice or bring on a junior advisor.
  • Gain awareness of the key things to look for when purchasing a book.

We are excited for this webinar and all the information that will be shared. You won’t want to miss it!

Webinar Recording

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