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Breakout Session
Level of Complexity: Intermediate
John Anderson
Managing Director - Head of Practice Management
SEI
Financial planners want to focus on their goals and their clients’ needs but if they make no decision about their business path path they just might run into consequences with value potential and cash flow. The Purposeful Advisory Firm takes a close look at business stages/models from their white paper and will discuss how to assess potential vital trade-offs between higher revenue with lower valuation and lower short-term revenue with higher valuation; key differences in business stages/models and purposeful decisions financial planners should make along the way.