Overview

After 30 years in the industry, with the latter 20 years being on the executive and management side of the business, I have over the course of the last two years begun to build my advisory practice from scratch. My marketing methods are working well, and my closing ratios are slightly higher than average. I'm interested in purchasing a practice to give my practice a boost, while at the same time learning something from the adviser whose practice I'm purchasing. I'm not interested in a partnership (other than temporary to effect a smooth transition), but I would consider keeping on administrative people if they are an integral part of the practice.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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