Overview

Hello fellow financial advisors!

As a young and ambitious financial advisor with over 11 years of experience and a Certified Financial Planner designation, I am looking to take the next step in my career and take over a veteran financial advisor's business. I am 38 years old, I currently serve 120 families and have $50 million in assets under management. I have the energy, drive, and passion to take this business to new heights, and I am confident in my ability to provide excellent service to my clients.

I understand that handing over a business that you have built and nurtured over the years is no small task. However, I assure you that I will honor and respect the legacy that you have built. I have a wealth of experience and a strong foundation in financial planning, and I will work tirelessly to ensure that the transition is smooth and seamless, and that your clients are well taken care of.

If you are a veteran financial advisor who is looking to retire or move on to new opportunities, I encourage you to consider me as a potential buyer. Whether the goal is a swift exit or to phase out methodically over a multi-year timeframe I believe we can develop a succession strategy that financially makes sense for both of us, and more importantly making sure the clients are well taken care of for years to come.

Thank you for considering my offer. I look forward to discussing the details with you and finding a solution that works for both of us.

Sincerely,


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6 months or more

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