July 15, 2020 - FPA of NJ Webinar Series: The Succession Conversation: Building Your Business
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 Export to Your Calendar 7/15/2020
When: Wednesday, July 15, 2020
9:00 - 10:00 AM
Where: Zoom
United States

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Date: Wednesday, July 15, 2020


Time:  9:00 - 10:00 AM

Topic: The Succession Conversation: Building Your Business for RIAs


Credit Information:  This session is not valid for CFP CE.  Email sweiss@onefpa.org to request certificates of attendance.


Program Description: 

This will be a panel discussion that focuses on the success of your practice during these times.  Below are some of the topics that will be addressed.

  • Follow a road-map, know if you should grow your practice by hiring new advisors; acquire an existing business; or merge your practice with another firm.
  • Hear what steps you should take to start the ball rolling.

Successful Best Practices:

  • Hear what works in today's new normal and what you should stop doing.
  • What works and what DOESN'T work.

Pitfalls and Traps:

  • Take action on the things you just need to stop doing.
  • Things to avoid in all areas.

How to get started in any one of these three areas:

  • Feeling stuck, don’t know where to begin?
  • Where do I begin?
  • Resources

Featured Speaker:  

The Panelists will be lead by Scott Cohen, Managing Director – Business Start UP Consulting, Charles Schwab Advisor Services.

Scott Cohen is the managing director of business startup consulting for Charles Schwab & Co. He leads a team of dedicated business consultants who help guide advisors on their business strategy for launching an independent RIA firm. Through in-depth, one-on-one consulting, the business startup consultants assist advisors with firm design, business planning, marketing and communications, third-party provider introductions, and launch execution.

Mr. Cohen has 25 years of experience in financial services, starting his career as a municipal bond specialist. For 14 years at Ameriprise Financial, he held a variety of leadership roles in practice management, advisor recruitment, and transitions. Most recently, he served as the franchise field vice president for New Jersey and Pennsylvania, where he managed a territory of more than 300 advisors. He holds a bachelor’s degree in marketing from Ithaca College and Series 7, 63, 65, and 24 licenses.


Registration Fees:  Free




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