I am an Financial Planner and Investment Advisor that is building a book after exiting a management contract and reentered into private practice. My business plan to rebuild a new book of business involves proper prospecting through networking, referrals from Centers of influence, referrals from Old book of business and contacts, marketing through events, workshops and seminars. Practice acquisition and mergers with another Experienced Advisor would be a wonderful way to continue your legacy and mine. Before managing and training advisors I worked my own practice while working with other advisors that I succeeded in their practice.
I enjoy working with other advisors in a mutual practice and I intend to continue my private practice for another 25 to 30 years. I am old enough to have decades of business experience but young enough to continue for another 25 to 30 years in practice. I bring family business experience in a variety of industries to the table.