Throughout my career of working with an untold number of smart and hard-working financial advisors from across Canada, I have been inspired to consolidate and share the best practices I have learned about buying a financial advisor business and maximizing a practice’s value for future sale.

I am happy to offer an Advocis Institute CE accredited course, either in person or as a webinar, called “Not all Books Are Created Equal.” To book a live presentation or webinar, please contact me using the link below.

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Not all Books are Created Equal; How to maximize the sale value of your practice, & what to look for when buying a Book of Business!

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