Upcoming Webinars

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.

All About Teaming

Tuesday March 26th 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.

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.