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Successful Succession Planning, Virtual Launch Webinar

2012-09-27 RIA Match's Virtual Launch Webinar.

Learn the latest succession planning strategies from a panel of industry experts: The M&A specialist, David DeVoe of DeVoe and Co.; legal counsel to advisors, Corey Kupfer, JD of MarketCounsel; team building strategist, Beverly Flaxington of The Collaborative and a practice management consultant from a major custodian.

Get a brief tour of the RIA Match website:

Discover the Choices

Published on Oct 19, 2012

Join RIA Match™ as they provide a free 30 minute tour of the new RIA Match site. During this webinar you will learn how to create your profile, utilize the Match List and assess other member's profile.

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