How will my firm survive? How do I grow and thrive? What is my exit plan and strategy? In this webinar three industry leaders will discuss solutions to these questions. Rich DeSalvo, Founder and CEO of f3Logic, a firm that provides support in all facets of an advisory business, Barrett Ayers, President of Adhesion Wealth Advisor Solutions, a UMA platform providing an outsourced money management solution that incorporates tax management and cost savings to Advisors and Tony Leonard, VP at MidCap Advisors, an investment bank focusing on mergers and acquisitions and ownership transition planning.
By Adhesion Wealth, A Vestmark Company