The Right Exit Strategy:
Attending conferences and summits is an excellent way to keep up with the latest trends and best practices in your industry, network with peers, and gain new insights to help you grow your business. The Barron’s Advisor’s #BATeams Summit held in Las Vegas was no exception. With outstanding speakers and actionable ideas, it was an excellent opportunity for financial advisors to learn and connect with other professionals in their field.
One of the highlights of the summit was the session on Succession Planning and Enterprise Value presented by Ray Sclafani from Clientwise. Succession planning is a critical aspect of any business, and it’s particularly important for financial advisors who have built their practice around their personal brand. The session was thought-provoking and insightful, providing attendees with practical ideas to help them create a plan for their business’s future.
If you missed the session or want to learn more, be sure to check out the white paper written by Vince here. (https://21166074.fs1.hubspotusercontent-na1.net/hubfs/21166074/SanctuaryWealth_TheRightExitStrategy.pdf)