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Innhold levert av Succession Link. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Succession Link eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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$10MM AUM | $150,000 GDC in Meridian, ID

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Manage episode 189425135 series 1532843
Innhold levert av Succession Link. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Succession Link eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
PRACTICE FOR SALE: $10MM AUM | $150,000 GDC in Meridian, ID View this Listing: https://successionlink.com/advisors/21295/ Overview: Advisor seeks one of three options: 1) sell book of business immediately, 2) transition thru merger, succession, or continuity in a three year time period, or 3) network with an independent life insurance and/or property/casualty agency/agents, and a cfp. Ideal candidate has series 7 and 65 registered with Insurance licenses with experience transitioning clients from commission to a fee based model. Candidate must have experience with NON-ERISA 403b accounts and must have a relationship with Fidelity. The ideal candidate should be located in Las Vegas or willing to open an office to Las Vegas.
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35 episoder

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iconDel
 
Manage episode 189425135 series 1532843
Innhold levert av Succession Link. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Succession Link eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
PRACTICE FOR SALE: $10MM AUM | $150,000 GDC in Meridian, ID View this Listing: https://successionlink.com/advisors/21295/ Overview: Advisor seeks one of three options: 1) sell book of business immediately, 2) transition thru merger, succession, or continuity in a three year time period, or 3) network with an independent life insurance and/or property/casualty agency/agents, and a cfp. Ideal candidate has series 7 and 65 registered with Insurance licenses with experience transitioning clients from commission to a fee based model. Candidate must have experience with NON-ERISA 403b accounts and must have a relationship with Fidelity. The ideal candidate should be located in Las Vegas or willing to open an office to Las Vegas.
  continue reading

35 episoder

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