Overview

I've successfully purchased 5 small books of business in the last 5 years and I would like to continue to buy out retiring advisors with larger AUMs, but I need help. I'm at capacity for servicing clients. I'm looking for partners to purchase larger books and also looking for Junior Advisors to provide an internal succession plan. I plan on building to scale and achieve $1B in AUM within the next 5 years with a strong team.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week

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