Market
Advisor/RIA
Member Level
Chalice
Last Activity
today
Profile Age
544 days old
General
Location
Highlands Ranch, CO, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$9,000,000.00
Gross Revenue
$125,000.00
# of Accounts
65
Avg Client Age
62
Overview

CFP, MBA, CTS, & CFS looking to either
1) help an advisor salvage value out of their small book of business they need to leave behind to an advisor they can trust to take care of their clients, 2) help a retiring advisor transition their clients to a middle aged advisor their clients can count on to serve them for the next 20+ years, or
3) buy a large producer's less profitable clients so the advisor can see to it that these still very valuable clients get the service they deserve, or

In financial services for 17 years, I've specifically worked with retirees the past 13 years in a comprehensive & planning capacity. I'm product agnostic, take a planning approach that is very organic, no two clients have the same plan. As a result, I'm primarily fee based AUM, with alternatives, annuities, LTC and insurance as well.

I've successfully transitioned my clients to new custodians and firms twice, each time having a 95% and 98% retention ratio, so I can offer a selling advisor top dollar because of my proven high retention. I credit high retention to facilitating deep relationships with clients.

I have the ability to pay you up front or structured, whatever suits you. I'd love it if you wanted to stay on for awhile while the clients adjust, a salary can be negotiated if that's the structure you seek.

Finding a suitor for your book is a process that starts with a cup of coffee, let me know if you think we should be having one. God bless.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...