Driving Enterprise Growth
Includes Q&A - with Duncan
Tuesday, December 17th at 12 pm ET
For RIA and Broker/Dealer enterprise leaders, the mandate is clear: scale advisor impact, retain valuable clients, and drive net new assets. But achieving these goals across a large advisory team requires a strategic approach that balances growth with high standards of client engagement.
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M&A Mastermind: Smart Strategies for Growth
Thursday, December 12th 2024 1:30 PM ET
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M&A Mastermind: Smart Strategies for Growth

Have you been thinking about buying another practice to fuel your growth? Or maybe you've heard about tuck-ins-bringing in smaller advisors to scale quickly. Either way, growing through M&A might sound like the perfect strategy... but how do you actually make it work?

Let's face it: buying a practice or tucking in advisors isn't as simple as writing a check and calling it a day. There are ten buyers for every one seller in the market right now, which means if you're not prepared, you'll be left behind.

Here are some questions to ask yourself before jumping in:

  • How do you find the right practice to buy?
    (It's not just about numbers; it's about culture, values, and long-term fit.)
  • What's the process for bringing in a smaller advisor?
    (Tuck-ins can grow your business fast, but integration is key.)
  • How do you stand out in a competitive market?
    (With so many buyers out there, why should a seller choose you?)

Want to be the go-to buyer in your region? It starts with a plan and a strategy tailored to your growth goals. That is exactly what we will start to build out in this session. Further, Scott and Duncan will be announcing the launch of an upcoming Mastermind group of successful advisors looking to grow through M&A. Scott coaches multiple high performing $10M+ teams, including teams that have succeeded and failed in this arena.

Join thought leader Duncan MacPherson and Scott as they discuss how a Mastermind group can supercharge your M&A success and why you should join one today! Take advantage of peer sharing, peer accountability and collective genius.

Ready to dive in? Join our exclusive webinar on December 12th with Scott Hamilton and Duncan MacPherson, where you'll learn how to accelerate your next big move. Do not miss out.

Reserve your spot today and take the first step toward smart growth through M&A!


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