NAIFA's 2019 Performance+Purpose Conference

Acquiring a Practice is an Adoption, Not an Acquisition

Written by NAIFA | 7/8/19 1:38 PM

Adam Solano joins Ike Trotter, Randy Kilgore and Kate Kilgore Cihon for the Succession Planning breakout session at NAIFA's upcoming Performance + Purpose Conference. Adam is an MDRT TOP advisor that has successfully incorporated 4 practices from retiring colleagues over the last 12 years. He will share his experience on what its like to be the person who receives the practice as opposed to the person who sells it.

Adam will talk Main Street Adivsor to Main Street Advisor. Most advisors spend more time building their practice then raising their children, so finding someone to sell their business can be an emotional process. The dynamics are much more like an adoption then an acquisition. Adam will share tips on how to be a better successor to someone who has spent 30-40 years building their business.

Listen to Adam talk about the takeaways from his part of the Succession Planning breakout session. He is another featured speaker on our Speaker Spotlight page.