Sabrina Lowell's guest appearances

Sabrina Lowell

Financial Advisor Success

The Innovating Advice Show

Travis Parry

Scott Frank

Penny Phillips

Stacey McKinnon

Derek Notman

Hannah Moore

Carolyn McClanahan

Eric Roberge

Sophia Bera

Sheryl Garrett

Josh Brown

Dan Egan

Ric Edelman

Carol Anderson

Mary Beth Storjohann

OwlTail

If you’ve been wondering how you can bring clients and prospects together for valuable virtual discussions, both large and small, this episode is for you. We’re talking through how Private Ocean has pivoted their business development and client engagement initiatives in this virtual world. And listen until the end for Sabrina’s free offer for five listeners to improve your mental fitness. Links and transcript at https://innovatingadvice.com/post/episode72. Raise Your Profile and Attract Your Ideal Clients - Register now for 20% for the rest of 2020

If you’ve been wondering how you can bring clients and prospects together for valuable virtual discussions, both large and small, this episode is for you. We’re talking through how Private Ocean has pivoted their business development and client engagement initiatives in this virtual world. And listen until the end for Sabrina’s free offer for five listeners to improve your mental fitness. Links and transcript at <a href="https://innovatingadvice.com/post/episode72." rel="nofollow" target="_blank">https://innovatingadvice.com/post/episode72.</a> <a href="https://bit.ly/idealclients21" rel="noopener nofollow" target="_blank">Raise Your Profile and Attract Your Ideal Clients - Register now for 20% for the rest of 2020</a>

Business Development in this Virtual World with Sabrina Lowell [Ep72]

With sixteen years of experience in the wealth management industry, Sabrina Lowell is a Certified Financial Planner™ (CFP®) and a Certified Professional Co-Active Coach® (CPCC). With a focus on working with career engaged couples and clients in tech, Sabrina brings her expertise to her workplace at Private Ocean and helps clients form and achieve their goals. In this episode, she shares the collaborative process of selling Mosaic Financial Partners, Inc. to Private Ocean and how she broke the news to her clients that a transition was going to happen. We discuss how their management team worked with an investment banker and the key filters the firm used to vet their prospective buyers. Listen in to discover the importance of communication when selling or merging a firm and the advice Sabrina wishes she’d had when she started out. For show notes and more visit: https://www.kitces.com/125 

With sixteen years of experience in the wealth management industry, Sabrina Lowell is a Certified Financial Planner™ (CFP®) and a Certified Professional Co-Active Coach® (CPCC). With a focus on working with career engaged couples and clients in tech, Sabrina brings her expertise to her workplace at Private Ocean and helps clients form and achieve their goals. In this episode, she shares the collaborative process of selling Mosaic Financial Partners, Inc. to Private Ocean and how she broke the news to her clients that a transition was going to happen. We discuss how their management team worked with an investment banker and the key filters the firm used to vet their prospective buyers. Listen in to discover the importance of communication when selling or merging a firm and the advice Sabrina wishes she’d had when she started out. For show notes and more visit: <a href="https://www.kitces.com/125" rel="nofollow" target="_blank">https://www.kitces.com/125</a>

Ep 125: The Upside Opportunity Of Finding Out Your Advisory Firm Is Being Sold with Sabrina Lowell