Ray. Banner for Building Beyond the Advisor: Creating Enterprise Value in Financial Planning with Ray Ferrara

Building Beyond the Advisor: Creating Enterprise Value in Financial Planning with Ray Ferrara

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Meeting Campus - Tampa Faculty First Year Students Giveaways Graduate Indoors Juniors Non-Traditional Students Seniors Sophomores Staff Transfer Students

Mon, Sep 21, 2026

5:30 PM – 6:30 PM EDT (GMT-4)

Private Location (sign in to display)

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Details

Join MNY for a conversation with Ray Ferrara, Founder and Executive Chair of ProVise Management Group, as he shares his experience building a financial advisory practice from the ground up. Ray will discuss what it takes to grow beyond a solo practice, develop a scalable business, and create lasting enterprise value within a financial planning firm. Drawing on decades of experience as an advisor, business leader, and nationally recognized voice in the profession, he will provide insight into the decisions and strategies that helped shape ProVise. Attendees will gain a better understanding of both the entrepreneurial and financial planning sides of building a successful advisory firm.

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MNY Mu Nu Upsilon Professional Co-Ed Fraternity | Website | View More Events