Overview

I have an exploding wealth management practice that gets 10-15 new clients per month. We currently are engaged with 4 estate planning law firms and have uniquely partnered to produce powerful inter generational plans with very sticky books of business. We have very strong relationships with adult children of our again clients. Our ability to retain assets after death is our strength. I am seeking to expand my advisory business to keep up with new clients being created by our model. I am interested in adding members to our team that are preparing to wind down their day to day involvement as advisors or those that are ready to off load administration and marketing to a team that is ready for growth.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

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