Join us on April 13th at 4:00 PM EDT for our webinar, “Practice Improvement - Finding New Ways to Thrive and Grow”.
Our panel consists of three industry leaders: Rich DeSalvo, Founder and CEO of f3Logic, Barrett Ayers, President of Adhesion Wealth Advisor Solutions, and Tony Leonard, VP at MidCap Advisors.
How will my firm survive? How do I grow and thrive? What is my exit plan and strategy? They will address competing with technology, growing through differentiation, outsourcing, exiting when you are ready to retire and building the highest value for your firm.