{ "media_type": "text", "post_content": "Independent practice in the rural Midwest looking for a Financial Advisor or Associate to take over some of the existing client base and work into a succession plan! Qualified inquiries only!", "post_id": "5bbbfad855f5d7001203f70c", "reply_count": 14, "vote_count": 1, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors" }

Independent practice in the rural Midwest looking for a Financial Advisor or Associate to take over some of the existing client base and work into a succession plan! Qualified inquiries only!

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Posting as :
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Curious, what does OP mean?

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We are in the independent channel of Wells Fargo Advisors. Most clients are in a 45 mile radius of our office; however, we have clients who have moved to warmer climates (Fl, Tx, AZ, CA) that have remained with us as their FA. If you are interested, send me a text message to 217-440-6754 with your contact information and we can connect from there!

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Iowa,Illinois, Missouri borders

Wish I was closer!

MN seems too far away. Good luck!

I would be interested. How spread out are the clients?

Our clients are in Dallas, Houston, and Baton Rouge, LA.

Offices in Dallas and Baton Rouge

Do you go to each city or remote?

OP - my office is in Dallas, my father’s office is in Louisiana. I go to Louisiana one week out of the month to see clients and we travel to clients in other cities/states as needed. We do have clients outside of Louisiana and Texas (Kansas, Oklahoma, Florida, Miss, VA, GEorgia, Alabama, Ark and more but I can’t think of all the states)

Have family in Illinois and Missouri so have been going there once or twice a year. Just married into family so haven’t gotten them as clients yet but fingers crossed

I would be interested.

@OP let me know how to get in touch. Curious, are you independent or Wells Fargo?

Original poster is my understanding! I am about to travel to see some clients as I type this so let me know!

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