Transforming your practice into a sustainable business is key to fueling future growth, creating alignment between founder and future advisors, and meeting the needs of trusting clients who need your advice–now more than ever.
During this free presentation, you’ll discover:
Over the last decade, the financial services profession has evolved from product-based to advice based. Through this shift, businesses have increasingly enjoyed recurring revenue from advice-based services, while compensation and business structures have largely stagnated around the product-based model.
FP Transitions is unaffiliated with AspireWealth Planners, Hornor, Townsend & Kent, LLC (HTK) Registered Investment Advisor, Member FINRA/SIPC, and The Penn Mutual Life Insurance Company.
Please Note that techniques presented are for educational purposes only and do not guarantee results. 2372070PH_Jan21
Thursday, March 14th
11:00am - 2:00pm
Turf Valley Report - Wedgewood Ballroom
2700 Turf Valley Rd.
Ellicott City, MD 21042
*Lunch will be provided. Space is limited. Register below.