You started a firm because you loved being an advisor.
But as time has gone by, you find yourself pulled further and further from the thing that drew you to the business – advising clients. Keeping up with technology, trying to stay on the forefront of the best client deliverable, managing staff, compliance, trading and marketing – it’s become exhausting.
You started a firm because you loved being an advisor.
But as time has gone by, you find yourself pulled further and further from the thing that drew you to the business – advising clients. Keeping up with technology, trying to stay on the forefront of the best client deliverable, managing staff, compliance, trading and marketing – it’s become exhausting.
You Are Facing Four Options:
Option #1: Continue on the path you are on
Let’s be honest, you could do nothing and hope for the best. But at some point you are going to come to a fork in the road. And if you aren’t doing what you love, your business will feel more like a burden than an asset you’ve built.
Option #2: Merge with a local firm
We are certain you probably know others in the investment space and have probably had “we should join forces” conversations. That’s not a solution for the problem you are trying to solve – simplifying your life and get back to advising clients. It will only create more challenges pulling you further from your clients.
Option #3: Merge into a Big Box RIA
You know the names of the big RIAs out there buying any RIA with a pulse. You read about them all the time. They’ll swoop in, buy your revenue and turn you into a line item on their spreadsheet. You might be unburdened, and financially free, but your staff will likely get run over in the process. And your clients will likely go from a relationship to an account number.
Option #4: Join The Retirement Planning Group
We’ve helped other advisors, just like yourself, maximize client retention, maximize staff opportunity, and maximize value. We have departmental infrastructure, a national presence and a fully dedicated M&A team. We have all the financing lined-up, and from LOI to Close it is 6 to 8 weeks.
We make this process clean, simple and easy. More importantly, we make it personal. You aren’t just another number and we’ll create the perfect landing spot for you, your clients and your staff.
Let’s grab some time for a quick call.
Option #4: Join The Retirement Planning Group
We’ve helped other advisors, just like yourself, maximize client retention, maximize staff opportunity, and maximize value. We have departmental infrastructure, a national presence and a fully dedicated M&A team. We have all the financing lined-up, and from LOI to Close it is 6 to 8 weeks.
We make this process clean, simple and easy. More importantly, we make it personal. You aren’t just another number and we’ll create the perfect landing spot for you, your clients and your staff.
Send us a text to schedule an anonymous meeting.
Every firm you talk to will tell you they are great at what they do.
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