1010 North Elm Street,
You’re a financial advisor who is considering retirement or simply wants to do something different. You have worked so hard to ensure that your business is successful and upstanding. When you build a financial advisory practice from the ground up, it is like raising a child. You have spent countless hours working towards the point at which you have reached. You have built strong, lifelong relationships with your clients who are practically family. You may be worried about selling your practice because you are unsure of what may happen to your hard work and your clients after the deal is done. At Principles of Financial Planning, we have experience purchasing financial advisory practices. We are not new at this. It is important to us that we ensure you feel like your business and your clients will be in good hands, and they will be!
At Principles of Financial Planning, we will take care of your clients and you during the process of the financial advisor acquisition. We work with advisors who have poured their heart and soul into their practice. Our clients receive personal care and individual attention. Your loyal clients will receive the same level of care and attention we give our present clients. We work together to ensure that we are a good fit for you to sell your practice to. We create an environment of honesty and communication. We only want the best for you and your clients. When you sell your practice to Principles of Financial Planning, you become part of our family too. If you are thinking about selling a financial advisory practice, Principles of Financial Planning may be interested. Call us today!
Even if you are an advisor who has years of experience working with your clients, you may not have any experience when it comes to selling a financial advisory practice. This can be problematic, considering it is your bread and butter we are talking about here. You built your practice from the ground up, and you do not want to make some of the mistakes that many advisors make when selling a financial advisory practice.