I'm a comprehensive fee based financial planner looking to expand my practice and services to clients. There is a big opportunity in the financial industry with consolidation and advisors without a succession plan. I am a partner in a firm that has lived by our values putting the client first and delivering servant leadership.
Currently, my revenue is generated from the following 10% from financial planning fees, 20% from insurance (life, DI and LTC), 50% from investment advisory fees, 20% from variable annuities.
I desire to purchase a practice from an advisor who has a runway of 2 to 3 years. I have a service team already built that can onboard new clients and service new and current clients.