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Anyone in metro DC looking to transition out?
Www.joinsfm.com. We are a firm based in Central Florida. Also have branches in Ohio. If you are looking to join a good independent practice that has a guaranteed succession plan......check out our website. 34 years in business and rank in the top 5 largest financial planning firms in Central Florida. Check is out.
Selling structured book of autocalls
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Interested. How can I reach out to you?
DM me and let's chat
I am a CFP, ChFC, RIA...and I have 6/63/65/7. However, I choose NOT to charge fees. I have made a very good living by being the "Charles Schwab" of the financial planning industry. My income comes from 12(b)1's and commissions from insurance products. Any annuities I sell have a five-year-or-less surrender charge schedule.
The ideal candidate would be someone fully committed to the industry...heart and soul. They must be client-centered and place a high value on customer service. Starting off, you would work long hours and learn the business from ground up. I would slowly indoctrinate you into every fold of the practice, but initially you will need to wrap your head around the minutia that goes with this business....that includes compliance, form completion, customer service, data gathering, case research/preparation/follow-up, literature, product knowledge, etc.
Also, yes, you will need to live in the Kansas City area....this is non-negotiable. I spoil my clients in many ways....making house calls is one of them.
If you have been in this industry for longer than three years, then you will understand the significant opportunity I am offering to the right person.
I look forward to hearing from you!