I'm a young, established advisor with a lot of momentum. I have developed and refined a sales process that provides a unique and exciting experience for on-boarding new clients and servicing my existing book. The feedback I get most often from my clients is that I do a great job of turning complicated strategies into simple concepts. I want to see if you and I are a good fit - both personally and professionally - and then we can start a discussion to see if I'm the right fit for purchasing your practice
My asset mix reflects the 30-40 insurance policies I sell every year, which, because of the upfront commission and my current AUM, makes that a large part of my revenue. However, the focus of my practice is building AUM.