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2:40 PM - 3:15 PM

 

Practice Acquisition for Quantum Growth

 

Geri Eisenman Pell, CFP, MBA
Private Wealth Advisor, President, Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc

 

Session Description

When thinking about growing your practice, its important to consider every option. Practice acquisition can be a strong and lucrative vehicle for growth, and can feature the added bonus of functioning as long-term preparation for succession.

Geri Pell,
CFP, MBA
Private Wealth Advisor
President, PELL WEALTH PARTNERS
(Multi-Million Dollar Woman panelist in Florida in 2012)

Practice Acquisition as a vehicle for practice growth, and long-term preparation for succession.

 


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