Overview

We have a growing financial planning practice, including the use of planning software and interactive technology to enhance the client experience and engagement.

We are seeking like minded partners to merge their practices to further engage their clients in financial planning through our platform.

We are also seeking opportunities to assist transitioning advisors to offer their clients succession into a growing financial planning practice in order to maintain service and engagement.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Listing Age
1,205 days old

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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