Join Bill Bailey, founder and industry veteran since 1980, as he shares his insights on building a sustainable, fee-based advisory business that thrives year after year. Drawing from his extensive experience and personal journey, which is outlined in his book, Bill will offer practical strategies for managing assets efficiently, cultivating long-term client relationships, and scaling your practice. He’ll also discuss mentoring the next generation of advisors and the successful transition of his firm to his son, Nash, providing valuable insights on succession planning. Whether you’re just starting out or looking to refine your practice, this session will offer actionable tips and best practices for long-term success.