Date & Time
Tuesday, June 10, 2025, 9:20 AM - 9:50 AM
Name
Seizing Success: Growth through Strategic Acquisitions
Description
Dive into the dynamic world of M&A with our expert-led session tailored for advisors eager to explore growth through strategic acquisitions. This session provides an in-depth look at the current surge in market activity and offers practical, actionable strategies for both buyers and sellers in the financial advisory landscape. Whether you’re looking to expand your reach by acquiring another firm or preparing to sell your own business, gain essential insights and guidance from industry leaders who navigate these processes daily.
Location Name
Germantown 2
Speakers
Kevin Corbett, Mariner
Lisa Asher, Datos Insights
Kristin Andree, My FA Coach
Jason Inglis, Sowell Management
Lisa Asher, Datos Insights
Kristin Andree, My FA Coach
Jason Inglis, Sowell Management