Young advisors working a team practice (one a CFP, #145299, the other, a Series 24 Registered Principal) seeking to bring advisors located the Phoenix metro area to our independent practice. Current T12 production is $575k with $72m in AUM. Willing to work as a successor or outright purchase with transition timing. We have systems, processes, and technology measures in place to help you grow your insurance sales and AUM.
We purchased a practice from an advisor a few years ago, did a one year successful transition of his clients to us with 95% retention, and increased trail revenues by 50%.