Upcoming Webinars

Creating A Sure Fire Financial Planning Process

Tuesday January 16th at 2:00 EST

Financial planning is a critical part of the client experience, but without a solid and repeatable process, it’s easy to fall flat on your face. In this webinar we will discuss the downfalls of not having a process, and what you need to do to create a process that ensures quality plans are delivered on time, every time.

Business Valuations

Thursday January 18th at 1:00 EST

Learn the key factors that drive value in your practice as well as the current and future trends in valuation, when your practice value will peak, and how that impacts succession decisions. This webinar is presented by Advisor Legacy, a KMG company.

Doing Deals

Thursday February 8th at 1:00 EST

In this webinar we will introduce prospective buyers and sellers to essential elements of doing a deal. We will also cover support options that are available for both buyers and sellers. This webinar is presented by Advisor Legacy, a KMG company.

Making It Legal

Thursday February 22nd at 1:00 EST

Practice consolidation and teaming is changing the landscape of our industry, with increasingly complex partnerships and equity arrangements. These changes require a higher level of business management, which is often facilitated by a business entity (LLC or S-Corp) and a partnership operating agreement. In this webinar we discuss which situations warrant establishing a legal entity, the components of forming an entity, and key considerations for selecting legal support to aide you in the process. This webinar is presented by Advisor Legacy, a KMG company.

All About Teaming

Tuesday February 27th at 1:00 EST

To grow and continue to stay competitive with clients, many advisors are teaming up to share resources and expand their offerings. But there is no one size fits all approach to teaming, and finding the right partner can be a challenge. Despite its benefits, there are many ways a team model can go wrong if not well thought out and established at the onset.

Internal Successions

Thursday March 7th at 1:00 EST

For a practice with one or more associate advisors, transitioning internally can be the best option for building a true legacy business; one that will service generations of clients. In this webinar, our succession experts will outline key considerations for structuring internal successions, followed by a Q&A session at the end. This webinar is presented by Advisor Legacy, a KMG company.

Communication Strategies for Successful M&A

Thursday March 28th at 1:00 EST

Buying, selling, or merging a practice is a major event for an advisor and their team. As with most things in business, success starts with effective communication. Yet both buyers and sellers fail to communicate the right things to the right people at the right time. In this webinar we will discuss exactly what buyers and sellers should be communicating about the deal, to whom, and how. This webinar is presented by Advisor Legacy, a KMG company.