 The more you look at this as a marketing opportunity, with clear focus and business-integration aspects, the better another advisor will be to say “I would be safe moving my clients there when I retire!”."Beverly Flaxington, The Collaborative |
Finding Advisors Who Want to Retire
Beverly Flaxington | Advisor Perspectives, December 2018
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Summary: I have been in the advisor industry for almost 13 years and I have a solid grip on what I am doing. I have changed employers a few times during that period and I am now the owner of my own small RIA. I love the autonomy and unique approach I offer, but I would also like to make more money. There are many large advisors looking to retire, but they do not have a successor lined up or even know where to look for one. As such, how could I identify those advisors and position myself as a worthy candidate for their succession needs?
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