I am interested in speaking with FAs approaching retirement. Many have no continuity/succession plan. I want to help develop that plan and find them a successor. Do you know anyone I can assist?

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OP, it's not that difficult to buy a book. I've bought two without taking your m&a education course.

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There is a guy in my office nearing retirement - how can we connect him wiht you?

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Good luck there mate, there're 50 advisors looking to buy a book for every one that's selling.

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Ain't no HATE here, young man. You do you! ; )

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No hate, just a healthy dose of skepticism. Best of luck to you man.

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Lol, You and 50,000 OTHER advisors. Many with more experience, too.

I can be reached at 603-606-4255.
I'm happy to help. If you prefer I can reach out to the gentleman in your office, just let me know.

I'm not sure where you're getting your info Durable Wealth?

Yes there are somewhere between 50-100 people whom would like to buy for every seller but most of them are in no position to buy.

Define "No position" It's not personal. I'm simply pointing out that there are tens of thousands of advisers who would be willing to take over a retiring advisors' book. Many of them have alot of experience and are scalable.

Durable, if you want to pay my fee I would be happy to educate you on how the m&a industry works.

Haters are everywhere

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