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Getting your house in order

October 15, 2020 @ 10:00 am - 11:00 am

What are your options when it comes to selling your business?

This webinar will focus on what options you will have and what buyers are looking for.

The Financial Services industry has been through so many changes, but this is the biggest yet.  There will be many risk and financial advisers who will leave the industry next year either because they don’t want to undertake the FASEA exam, the Graduate Diploma, they try and don’t pass the Fasea Exam or they have just had enough.

In this live webinar, we will be talking with Kris Martin, Managing Director of KDM Financial & Estate Planning and MT Wealth.

One of the tactics Kris has successfully deployed to grow his business has been to purchase other Risk and Financial Planning practices.

He will share his tips about the importance of building and continuing solid relationships with other advisers, support staff and BDMs.  Having great relationships will get you in the door earlier with potential sellers, then you can focus on detailing and customising the process for the seller to allow for greater transparency and confidence.

Don't miss this opportunity to hear from one of your financial services colleagues who can help you understand how to build your business to give you the best possible outcome.

Click on the button below to register for this live session 10:00 am Thursday 15 October.

kris martin

About Kris Martin

Managing Director - KDM Financial & Estate Planning and MT Wealth

Kris has been in the financial services industry for over 18 years as a Risk Adviser, Financial Planner and now as Managing Director of the business he founded in 2008.

About KDM Financial and Estate Planning

KDM specialises in Risk Insurance, Personal Super, Estate Planning, Wealth Management and Business Succession Advice.

Their mission is to use their knowledge and experience when helping businesses and individuals with risk management, business succession and estate planning needs by building a friendly relationship in a holistic and honest manner.


Zoom Live Event


07 3726 0091