Overview

I am looking to acquire a practice from an advisor who has a book of 15+ million in AUM, with the majority of the assets in advisory accounts. I would prefer for the advisor to continue to work through the transition for at least 1 year to ensure a high level of retention. I have a team of staff capable of properly servicing the clients and have systems in place to ensure the transition is handled professionally and as smoothly as possible. My practice is a balanced planning practice with an emphasis on making the client experience world class.

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within 2 months

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