My background is mostly in software and tech sales. I'm looking more now to transition into the role of Financial Advisor or Partnership as a Registered Agent.
-Establish relationships with Independent Broker Dealers/IA's
-Open to chatting with Agencies in the Fintech Space.
-Work with an agency long-term and assume business if the owner is planning to retire in 1-3 years(seeking owner financing)
-Open to turn-key solutions where I learn about estate and retirement planning possibly fixed income book of business.
-Open to sharing office space or leasing from a CPA, Tax Preparer, or RIA
-Life and Health and P&C Licensed
I look forward to having mutual conversations.