Overview

We are looking to work with an advisor that is transitioning into another phase of their life in order to purchase their book of business. Searching to find a practice working with clients that share my ideal traits: 1) Christian based values and beliefs 2) enjoys family and their life 3) believes in the trusted client/advisor relationship 4) delegates their financial duties

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

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