Overview

I am looking for the following:

1. Find advisors that are interested in being successors to advisors in my region. I have completed multiple succession plans annually between our retiring advisors and their successors.

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.

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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