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Bridge Monthly Lunch & Learn: Grow Your AUM Through Strategic M&A Partnerships
June 18 @ 11:30 am - 1:30 pm
Bridge Monthly Lunch & Learn: Grow Your AUM Through Strategic M&A Partnerships
📅 This Month’s Focus: Financial Advisors & Wealth Managers
🍽️ Complimentary Lunch | 🤝 High-Value Networking | 🎓 Tactical Education
Join us for the Bridge Monthly Lunch & Learn — an exclusive networking and educational series designed to help financial professionals like you unlock new revenue opportunities, generate qualified leads, and offer enhanced services to clients through strategic M&A partnerships.
This month, we’re focused on how Financial Advisors and Wealth Managers can work with Bridge to:
✅ Increase Assets Under Management (AUM) through succession and exit planning
✅ Offer business valuations and brokerage services as a value-add
✅ Partner on M&A deals that strengthen client retention and trust
✅ Gain insight into small business exit strategies and how they align with financial planning
Whether you’re serving high-net-worth individuals, business owners, or family offices, understanding the role of M&A and valuations can elevate your advisory practice — and directly impact your bottom line.
Who Should Attend:
Financial Advisors • Wealth Managers • RIAs • Estate Planners • CPAs • Attorneys • Business Consultants
Why Attend:
✔ Learn how to integrate business valuations into your offerings
✔ Discover new pathways to increase AUM
✔ Expand your referral network
✔ Access tools to better serve business-owning clients
Don’t miss this chance to grow professionally, build relationships, and discover how Bridge can help you deliver more value to your clients — while growing your practice.