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Sponsored Education Online: How to Build a Multi-Million Dollar Practice through Acquisition

CPE CE Credit Approvals

The recommended number of CPE credit hours is: 1

The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.

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Original Air Date Archives Level CE Credits*
Thursday, 03/27/14
12:00 noon – 1:00 p.m. ET
Order online
Call: 1-800-392-6900
Via Email
Intermediate N/A
[Password provided in your registration email]
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How to Build a Multi-Million Dollar Practice through Acquisition
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Program Overview

Acquiring another practice can be a highly effective method of growth for a financial advisor. With the average length of time a practice is on the market at just five weeks, advisors cannot wait until a practice becomes available to start preparing.

Attendees Will Learn:

  • Market yourself to potential sellers as a strong buyer candidate
  • Prepare your staff and your business for an influx of new clients
  • Negotiate the deal
  • Maximize your investment after the sale

Featured Speaker:

Kirk Hulett is executive vice president of Strategy and Practice Management for Securities America.
Kirk oversees the Practice Management group that offers coaching and consulting to financial professionals on how to improve the efficiency and profitability of their practice. He also guides the firm's Human Resources team including employee selection, development, compensation and advisor and staff training. In addition, Kirk serves as the firm's chief strategy officer leading the company's strategy formulation and execution.

Rene Cordell, CFP, registered representative, financial advisor, has been working in the financial services industry in the Wichita area since 1979. He spent almost 20 years with a local bank in key management positions prior to forming his own company, Cordell & Associates, Inc., which operates as Cordell Wealth Management. Rene has helped seven advisors make the move toward retirement by acquiring their practices and being their successor.

Thomas J. Stroyne, CFS, CRC, financial planner,  is owner of Golden Strategies Financial Group, a financial services firm with over 40 years' experience in the financial service industry.  He leads a group of professionals with a strong focus and understanding of the distinctive financial challenges of planning for retirement that individuals face.

Roger Verboon is the director of practice succession and acquisition for Securities America.
Roger provides practice management consulting and coaching services and business planning support to Securities America representatives. He consults and coaches on issues related to continuity and succession planning, practice acquisitions, business strategy, marketing, workflow, client management, staffing, and client surveys.

Marsha Yandell, CFP, recently retired from the industry after a 20-year career as a financial service professional.