$1.3B AUM | $36MM GDC in
I am looking for the following:
1) Find advisors that are interested in being successors to advisors in my region. I have completed at least one succession plan in each of the last 5 years between a retiring advisor and their successor.
2) Helping my advisors who are in growth mode acquire books of business.
3) Matching up like minded advisors who are interested in merging their practices and growing together.