Buy, Sell, or Hold: What’s the Right Move for Your Advisory Practice? – Wealth Advisor Growth Network – 9.28.26

Wealth Advisor Growth Network - Upcoming Webcast

Overview:
Title: Buy, Sell, or Hold: What’s the Right Move for Your Advisory Practice?
Date: Monday, September 28, 2026
Time: 12:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

In this webcast, we will discuss how:

  • Succession in the wealth advisory business is an urgent topic of discussion due to advisor demographics.
  • Valuations are at/near all-time highs, leading many advisors to wonder if they should sell now.
  • The RIA playing field is constantly shifting, and WAGN’s Jay Hummel is as close to the action as anyone in the industry.

Speaker:
Jay Hummel Jay Hummel Co-Founder Wealth Advisor Growth Network

Prior to founding WAGN, Jay was a Senior Vice President and Head of American Century Investment’s Personal Financial Solutions Business. Jay was responsible for the strategic and executional oversight of teams serving 600,000 individual and small retirement clients with $40B in assets under management. He is a former Managing Director of Envestnet where he served as the Head of Strategic Initiatives and Thought Leadership. Jay is the former President and Chief Operating Officer of Lenox Wealth Management, a Cincinnati-based multi-family office and started his career in accounting and consulting at Deloitte.
Uniting Wealth Partners, LLC is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Uniting Wealth Partners and its representatives are properly licensed or exempt from licensure.