Business Killers: 6 Common Financial Mistakes

You are invited to participate in an interactive webinar about the six common mistakes that could be eroding the value of your practice. You will come away with a risk assessment tool that can be used as a guide to produce a plan to identify any areas of practice management that need attention. Participating AIA members are eligible to work with an Equitable advisor to develop a financial plan, at Equitable’s expense. Whether you already are an owner or partner or are transitioning into one of those roles, you will gain valuable insight into practice management. Stephen Dunbar, Executive Vice President of Equitable, will also speak to the importance of developing a succession strategy for the transfer of business ownership or leadership and will guide attendees to the AIA Trust’s free library of resources on ownership transition and wise retirement planning.

During this webinar, participants will:
✅ Learn the importance of keeping track of the value of your practice as it grows
✅ Learn to develop a long-term strategy following your financial goals
✅ Learn how important it is to look at the marketplace and competition
✅ Learn the importance of consulting with a good broker

Speaker:
Stephen B. Dunbar III, JD, CLU, Executive Vice President, Equitable Advisors

About the Speaker:
Stephen Dunbar, Executive Vice President of Equitable, has built a thriving financial services practice where he empowers others to make informed financial decisions and take charge of their future. Dunbar oversees a territory that includes Georgia, Alabama and Florida. He is also committed to the growth and success of more than 70 financial advisers. He and his team advise on over $3B in AUM and $1.5B in protection coverage, supporting more than 3,300 households. He is passionate about helping people align their finances with their values, improve financial decision-making and decrease financial stress to build the legacy they want for future generations. Dunbar earned his Bachelor of Science (M.S.) in Finance from Rutgers University and his Juris Doctor degree (J.D.) from Stanford University.