Elevate Your Business: Strategies for Success, Acquisition, and Succession

Elevate Your Financial Services Business: Strategies for Success, Acquisition, and Succession

Join WIFS Twin Cities for an exclusive event at Urban Growler designed to empower you with the tools and knowledge to elevate your financial services business. This event will feature a panel of five top leaders from diverse sectors, including Investments, Insurance, Mortgages, and Real Estate. They’ll share insider tips on building, buying, or maintaining a successful business, with a special focus on acquiring and managing a book of business, succession planning, growing your team, choosing the right people, and knowing when it's time to scale your business.

Register now to gain insider tips on building, buying, or maintaining a successful financial services business, including expert advice on business acquisition and succession planning!

Those who register by September 6th will be entered for raffle prizes!

Why Attend?

• Expert Insights: Gain strategies and insider tips from industry leaders.
• Networking: Connect with fellow professionals and expand your network.
• Delicious Food & Drinks: Enjoy an evening of great food, drinks, and conversation.

Special Invitation:
Space is limited due to the venue’s capacity, so don’t wait—register now to secure your spot. Bring along a colleague or a woman who could benefit from this invaluable event. Together, let’s elevate your business to new heights!

Our Panelists:

Mike Bernier- Owner/ Realtor @ Realty Group

Reyna Rousseau-Producing Branch Manager / Cross Country Mortgage

Alex Stanton- Financial Advisor / Stanton Advisory Group

Todd Villeneuve-Managing Partner-IFC National Marketing

Amy Lemke-Director of Operations and Compliance- 360 Financial

Host or Publisher WIFS Twin Cities