Hey Group, I've reached out on here before and have gotten a few bites. I am interested in talking to someone, wanting to pursue a career in financial planning. I am 62 and still have gas left in the tank (I would say I am at the top of my game), but would like to secure an hair-apparent for a smooth transition. Having been in the business for over 36 years, my practice has a certain "DNA" that will require just the right individual to come in and embrace it. I am a CFP ChFC IRA, 6/63/65/7...

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I really respect your dedication and long-standing career in financial planning, 36 years is no small feat. When I was navigating my own career transition, what made a huge difference was working with a job search specialist who helped me create a structured approach and identify the right opportunities. With his guidance, I was able to land my new role at PACCAR. If you’d like some additional support in finding the right successor or planning that next step, you can reach him at georgerobinsonhiringteam.gmail.com

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I'd love to learn more. Please let me know where I can reach out?

Thanks

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Hi

Due to ill health I’m selling a small client bank with an annual income of £11k with assets under management of c £1.73million.

And f you’re interested let me know as there are 13 clients who could generate quite a lot more business

Please feel to discuss and call me on 07947 440454

Warren

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I suggest Medicare/medicade sales at your age

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I run a very small RIA, and would love to partner with another existing firm that does things "the right way". If geography's not an exact fit, I meet regularly (via Zoom) with a group of other very similarly situated CFPs who are looking for the type of situation you describe. Let's connect!

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Where are you located?

I'd be interested in learning more. What's an email address i can use to send my resume and connect?

Interested in learning more. Please leave an email so I can reach out.

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