Common Mistakes Made When Selling a Practice

Tuesday, Mar 12, 2019

1:00pm Eastern Standard Time


Selling a practice is one the most import financial, emotional, and life-changing decisions that an advisor can make in their career. A bad deal can have serious consequences for you, your buyer, your clients, and your beneficiaries for years to come. Learn about the most common mistakes made and how to avoid them.


The Risks of Owning a Practice

Tuesday, Mar 19, 2019

2:00pm Eastern Standard Time


In this webinar we go through the different types of risks that you are exposed to as a financial advisors, a business owners, a franchisee, and as an employer. This presentation covers common triggering events that expose practices to risk and what advisors can do to protect themselves.


Protecting the Value of your Practice - Continuity Planning

Wednesday, March 20, 2019

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.