Thinking about leaving the business?
Being a Financial Advisor is tough. We get it! You have worked hard to build a book of business. You have built trust with your clients. You came into the business because you care about people and yet for whatever reason you are ready to get out. Maybe you work at a firm with sales goals requirements, or you are pressured to sell certain products, or you feel a conflict of interest with commissions. Maybe you are not up to the task of dealing with all the DOL changes coming our way. Whatever the reason, you want to know your clients are in good hands. You may also want to know that
all your hard work wasn't in vain and that there is a way for you to still earn some compensation for your book of business. If this describes you and you are an advisor with a clean securities record and great relationships with your clients, then we'd like to share an idea with you. Could we speak with you about how we can serve you and your clients during this transition? Our interactions with you will be strictly confidential. Please fill out the form below and we will be in contact with you to explore some options.