Building a Highly Profitable Practice with Successful Family Businesses 


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Any questions regarding this event please contact Linda Mantello (732) 450-8866 ext. 36 [email protected]


Note: This paid registration will admit ONE PERSON only. Any others logging in using that link will cause all parties to be removed from the event. No refund will be given if this should occur.


January 21, 2016

2:00PM-3:30 pm ET



Mark Magnacca

Russ Alan Prince
President, R.A. Prince and Associates, Inc.;
Executive Editor,
Private Wealth magazine


Successful family businesses are the primary ways to create significant personal wealth. They provide considerable opportunities for financial advisors and other professionals who can address the various wants and needs of the family and the business.

Understanding the dynamics and financial concerns of family businesses are essential to be able to build a highly profitable practice with this clientele. 


Join Russ Alan Prince, a leading authority on the high-net-worth markets, for a dynamic discussion based on new proprietary research of the key concerns and opportunities for financial advisors focusing on family businesses. Some of the issues that will be covered include:

  • The inadequacies of their estate, asset protection, and succession plans
  • Their use of advisory boards
  • The approach they take to networks including sourcing professional to work with
  • Which professional they rely on the most
  • The importance of family values
  • How the family name is an important business asset
  • The appeal of working with family offices

Key Insights and Actionable Strategies:

  • Double Your Potential – strategies to capture both the business and personal opportunities inherent in each relationship
  • Expand Your Reach – methods that facilitate cross-selling a range of products and services
  • Leverage Your Networks – techniques to increase referrals to new business owners from existing clients and centers-of-influence
  • Grow Your Practice – approaches to identify new assets and build stronger relationships that can maximize value and profitability

*Each attendee will receive a copy of Maximizing Personal Wealth: An Advanced Planning Primer for Successful Business Owners (a $49.99 value)

This webcast will not be recorded.

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