BUYING BOOKS

GROWTH THROUGH ACQUISITION

Growth isn’t what it used to be. Seminars, cold calling, or even professional referral program don't yield the benefits they once could. How can today’s advisors succeed without traditional growth opportunities?

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We think the window of opportunity for acquiring books from retiring advisors  has never been greater.  The average U.S. advisor is over 50. According to research made available through LPL Financial, nearly one-third of advisors fall into the 55 to 64 age range and fewer young advisors are entering the business.  The next few years are viewed by many as the opportunity of a lifetime for advisors intent on growth.

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Practice Acquisition support is a shared resource for everyone in our partnership.