Overview

To find and partner with retirement-age advisors who desire to step back from the day-to-day operations of their business, either entirely or in part, and find ways to partner, and eventually, to acquire their book of business.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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