Key Points:
- Industry trends regarding valuation.
- Key metrics that drive value.
Biography: Anthony Whitbeck, CFP, CLU
Tony began his career as an advisor in 1989. Over the past three decades, he has held many leadership positions at Ameriprise. Tony has extensive experience in coaching advisors. During his tenure, he has coached well over 250 advisors – many of them ranked in the top 5% at their broker/dealer.
Biography: Todd Doherty
Todd’s career started in small business ownership and operations. He later worked for an international consulting company traveling extensively in Asia and the Pacific Rim. In 2008 he joined a practice at Ameriprise to become it’s Vice President of Mergers and Acquisition; developing and executing a long term strategic plan for acquisition growth. In 2012, Todd joined Key Management Group as their Director of Acquisition & Legacy planning and developed it’s proprietary valuation program.