I am looking to purchase or become a successor to a book of business. I have 17 years of sales experience on the home office side. My area of expertise is with annuities, mutual funds, etfs, and managed money. In my current role, I help advisors create holistic portfolios for their clients with growth and guarantees. With all of the current expertise its nurtured me acquiring a book of my own.
I am open to join an existing practice and becoming a successor or exploring continuity options. Perfect size book anywhere 10 mil and up. Would like to keep advisor on 2-7 years until transition is complete. My core values are doing the right thing by the client, being holistic, and helping the client reach their financial goals. I am looking to speak with advisors who share the same values and work ethic. This will help lead to continues success.