Strategies To Achieve Your Perfect Practice

• Sound financial management of your practice
• Networking education event
• How much you are leaving on the table
• The cost of complacency
• Creating your own personal P&L and balance sheet
• How do you financially engineer a business of value
• Hear from colleagues from various firms and platforms to hear about how they structure their practice
• Talk about hiring someone to join your practice
• Worksheet email to advisors

Guest Speakers:

Jeff Concepcion, CEO & Founder, Stratos Wealth Partners

Bobbie Meola, Managing Partner, Stratos Wealth Partners

Michael O’Brien, Managing Partner, Stratos Wealth Partners