Overview

I'm a financial advisor looking to acquire new books of business. I'm am looking for advisors looking to sell their books of business within the next 1-5 years. Going on appointments with them to clients to gain clients confidence. Having a solid transition period is very important to me.

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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