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Selling structured book of autocalls
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.
Anyone in metro DC looking to transition out?
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The kids are also advisors, or they just happen to live there?
Those are two very different markets - whats up with that?
One adult child in OKC married to an air force guy. One adult child in White Plains struggling to make it work but with a significant other in big pharm. Neither are coming home to upstate NY but no reason we can't expand the family business where they are...