Why do Financial Advisors change firms? Have you thought about exploring opportunities but are intimidated and overwhelmed by the process? Would be easier if you had a “partner” who could help you to understand your choices and navigate the best solution and platform for your business and you didn’t have to compensate that partner? Every day, you advise your clients about planning for their future. Have you planned your future yet? The average age of Financial Advisors is over 50, yet many haven't begun to think about their succession plan or exit strategy. What is your plan? Sell your business? Merge? Find a successor to bring into the business now? Are you interested in just “kicking the tires” to visualize transitioning to a new investment advisory firm, insurance agency, or independent broker dealer? What would a custodial change look like? How do you monetize business equity? Leveraging over 38 years of diversified experience within the financial services ecosystem, I work as a collaborative partner, with no cost or obligation, helping to drive you closer towards achieving and exceeding your business objectives. Even if it isn't top of mind, I find that we're able to provide good insight into what is available as a future option. Please join our network as a resource for industry trends and news: https://www.linkedin.com/showcase/financial-advisor-recruiter-independent-broker-dealer/?viewAsMember=true https://www.linkedin.com/groups/8660258/ Should you wish to have a no obligation call or Zoom conference anytime, https://calendly.com/djkconsult/15min
