$1.2MM AUM | $24,000 GDC in Southlake, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Southlake, TX, US
Fee 0% Commission 100%
Gross Revenue
$24,000.00
# of Accounts
45
Avg Client Age
45
Overview

I specialize in two main areas:

1) Spanish-speaking business owners
2) Spanish-speaking foreign nationals

I am actively marketing two additional client markets:

1) Turning-65 market
2) Individuals relocating to the Dallas / Fort Worth area

I have had success in partnering with CPAs and tax prep offices to build my Spanish-speaking business-owner book.

I take a planning approach. I build the financial profile for each client and help them fill in the missing pieces so that my clients have a comprehensive financial plan that we can work on over the life of our relationship.

I am in restart mode in my business as I have gone through a divorce that had a massive negative impact on my book of business. I am looking at practice acquisition as a way to rapidly grow my practice.

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