Overview

I am interested in buying or merging with another RIA firm or ideally joining forces with another advisor and growing the practice. I'd prefer a merger or working on devoping a small group of independnt advisors who want to build something special. My skill set is bust utilized when I'm focused on bringing in new clietns, workshops, seminars and business to business connections. I'm about as big as I can get as a sole proprietor and would welcome conversations about growing, merging or partnering with like minded firms who want to grow.

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within 2 months

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