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
When thinking about growing your practice, it’s 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.
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.