Running Your Practice Like A Business The CEO Mentality

Monday, November 20, 2017

1:00pm Eastern Standard Time

Sometimes advisors get so involved in the day-to-day activities of their practice that they forget to act like the CEO of the business. This webinar will give you tactical ways to begin thinking and making decisions like a CEO.

10 Steps to Prepare your Practice To Sell

Tuesday, November 21, 2017

1:00pm Eastern Standard Time

Legacy planning expert, Todd Doherty, shares best practices for financial advisors who are planning to sell their practice in the next five years or sooner. This step-by-step guide will help ensure your practice is in tip-top shape before selling.


Monday, November 27, 2017

1:00pm Eastern Standard Time

Why do most firms outsource some of their work – because it makes sense. Learn more about how our services can help you. We do most of the time-consuming work so you can focus on activities that make your business grow. We become part of your team and seamlessly integrate our work into your practice.

Protecting the Value of your Practice - Continuity Planning

Tuesday, November 28, 2017

1:00pm Eastern Standard Time

Only about one-third of advisors have taken the steps necessary to plan for a sudden departure from their practice. In this webinar, we review the main obstacles that prevent advisors from creating an enforceable continuity plan. We will also explain two easy turnkey solutions offered exclusively by Key Management Group in collaboration with our partner attorneys, and the Ameriprise Home Office. One of our solutions can protect your practice even if you do not know who your successor will be.