Overview

I'm in my 7th year as an independent and I'm considered successful as a retirement planner, but I would like to provide more to the next generation. I know that's a gradual process. I'm interested in the process of purchasing a book of business and servicing/building a business around that engine.

I'm very green with this process

Market
Advisor/RIA
Last Activity
this month

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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