Becoming the Ideal Buyer for Retiring Advisors
Thursday, May 29th 2025 2:00 PM ET
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Becoming the Ideal Buyer for Retiring Advisors

A Proven Approach to Growth Through Acquisition

Are you a Morgan Stanley advisor at the VP level looking to significantly grow your business through acquisitions without disrupting your current success? With up to 4,000 advisors at the firm potentially retiring in the next 5-10 years, a once-in-a-generation opportunity is emerging. Do you have a lot to offer but need a systemized, proven approach to capitalize on this?

Join Scott Hamilton, a Morgan Stanley-approved coach from Pareto Systems, for a live 1-hour webinar. This session is designed to gather interest for an ongoing mastermind group of like-minded advisors focused on mastering growth through acquisition.

In this webinar, we will delve into the critical aspects of becoming the most attractive buyer and seamlessly integrating new businesses. We'll address the #1 concern of retiring advisors and tackle the top challenges faced by acquirers.

We will discuss:

  • Defining and Understanding Your Ideal Seller-who do you want to take on and who is not a good fit?
  • Get Organized for Growth- The revenue is attractive. But are you ready for the work?
  • Building a repeatable process playbook around succession
  • Align Your Marketing Efforts with Your Growth Strategy
  • Developing and Maintaining Strategic Partnerships
  • If you are serious about growing through acquisitions and want to be part of a community of forward-thinking advisors, this webinar is for you. Take proactive steps now to get in front of this substantial opportunity.

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