 Too often it's a fire sale because of an advisor getting sick or an advisor getting too old. You need to start before it's necessary to start."Danny Sarch, president, Leitner Sarch Consultants |
Deal Makers: How Young Advisors Pick Up Retiring Advisors' Clients Now
Andrew Welsch | On Wakk Street, October 2015
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Summary: Inside a small sandwich shop about two years ago in Huntsville, Ala., Wade Sadler made up his mind about how he was going to retire. The Raymond James advisor was having lunch with his colleague and friend Luis Garcia. Sadler, 67 at the time, told Garcia he was trying to figure out how to retire.
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