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Financial Advisor

$5MM AUM | $60,000 GDC in Powell, OH

Member Level
Lite
Last Activity
today

Business Mix:

10% Comm
90% Fee

General

Location
Powell, OH, US
12 Month Gross Revenue
$60,000
Number of Accounts
55
Avg Client Age
40

Overview

I recently became an Independent Contractor, starting my own "hybrid" practice after 20+ years working for large industry organizations in various business development, client service and practice management roles. I have differentiated myself and my practice by offering concierge, holistic financial consultation to each and every one of my clients, no matter their current station in life. As a sole proprietor, I realize in order to continue growing my business utilizing this unique, white glove service model scalability will soon become an issue due to the limited number of hours in a day and the personal time commitment that is required. As such, I hope to expand my team in one of two ways; meeting a likeminded advisor interested in merging their practice with my own or acquiring a small, boutique firm whose founder wants a successor willing to offer the level of service I describe to the practice's current clients and any team members willing to stay on.

 
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