Overview

I am looking to buy AUM for my planning based business that drives Insurance sales and Investment referrals. I am specifically looking to buy a practice with AUM and/or planning fees. Many time MDRT qualifier willing to travel. A succession plan over time is preferred to make sure that acquisition is seamless. I am interested in client education and helping maintain a brand while continuously building a business that is disruptive to the industry. I am very hungry to help someone in their succession plan.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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