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

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Posting as :
works at
You are currently posting as works at

Interested. How can I reach out to you?

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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!

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