Overview

CFP with strong client service model and comprehensive planning practice looking to acquire book of business or develop a partnership/succession plan to execute within 3-5 years. Ideal seller or partner would be someone with a fee-based AUM practice committed to their clients' personal goals and long-term success. Opportunity for partnership to increase revenue through planning fees and insurance business.

Market
Advisor/RIA
Member Level
Basic
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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