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Wed, Mar 22
|Capital Grille - Scottsdale
Strategies To Achieve Your Perfect Practice
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Time & Location
Mar 22, 2023, 12:00 PM
Capital Grille - Scottsdale, 16489 N Scottsdale Rd, Scottsdale, AZ 85254, USA
About the event
- 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
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