ADVISING THE FIRST TIME SELLER ON A LIQUIDITY EVENT

06/07/2017 @ 4:00 pm – 7:00 pm –

Liquidity events are central to the wealth management business, but an advisor who gets involved at the last minute may be too late to earn the business. However, there is a knowledge base that is recommended to speak to business owners earlier in the process. In this event, a panel of experts will explain what advisors should know in order to knowledgeably approach a business owner early in the process of selling their business.

Liquidity events are central to the wealth management business, but an advisor who gets involved at the last minute may be too late to earn the business. However, there is a knowledge base that is recommended to speak to business owners earlier in the process. In this event, a panel of experts will explain what advisors should know in order to knowledgeably approach a business owner early in the process of selling their business.

For more information and to purchase tickets please click here.

Event Details

Date/Time
06/07/2017
4:00 pm - 7:00 pm

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