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X-WR-CALDESC:Events for Bridge
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DTSTART;TZID=UTC:20250618T113000
DTEND;TZID=UTC:20250618T133000
DTSTAMP:20260627T044849
CREATED:20250604T034242Z
LAST-MODIFIED:20250604T213527Z
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SUMMARY:Bridge Monthly Lunch & Learn: Grow Your AUM Through Strategic M&A Partnerships
DESCRIPTION:Bridge Monthly Lunch & Learn: Grow Your AUM Through Strategic M&A Partnerships \n​📅 This Month’s Focus: Financial Advisors & Wealth Managers\n🍽️ Complimentary Lunch | 🤝 High-Value Networking | 🎓 Tactical Education \n​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. \n​This month\, we’re focused on how Financial Advisors and Wealth Managers can work with Bridge to: \n​✅ Increase Assets Under Management (AUM) through succession and exit planning\n✅ Offer business valuations and brokerage services as a value-add\n✅ Partner on M&A deals that strengthen client retention and trust\n✅ Gain insight into small business exit strategies and how they align with financial planning \n​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. \n​Who Should Attend:\nFinancial Advisors • Wealth Managers • RIAs • Estate Planners • CPAs • Attorneys • Business Consultants \n​Why Attend:\n✔ Learn how to integrate business valuations into your offerings\n✔ Discover new pathways to increase AUM\n✔ Expand your referral network\n✔ Access tools to better serve business-owning clients \n​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.
URL:https://bridge.financial/event/bridge-monthly-lunch-learn-grow-your-aum-through-strategic-ma-partnerships/
LOCATION:Miyazaki\, 6223 S State St #4\, Murray\, UT\, 84107\, United States
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