4MM AUM | $35,000 GDC In Boca Raton, FL Succession Link podcast

Artwork

Business Succession Link

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.

Succession Link « »
4MM AUM | $35,000 GDC in Boca Raton, FL

6+ y ago 1:54

Del

MP3•Episoder hjem

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: $4MM AUM | $35,000 GDC in Boca Raton, FL View this Listing: https://successionlink.com/advisors/24435/ Overview: Advisor seeks to merge with another firm for 6 months to one year before advisor completely sells book of business and retires. Advisor seeks to identify a successor in the next 6 months to 1 year. The ideal candidate has a series 7 license and a CFP is preferred but not necessary. Ideal candidate should be familiar with general securities, variable annuities, and mutual funds. Advisor is only interested in candidate with an established presence in the tri-county area of Palm Beach, Dade, and Broward.

… continue reading

35 episoder

#Business #Succession Link

Artwork

4MM AUM | $35,000 GDC in Boca Raton, FL

Succession Link

published 6+ y ago

Del

MP3•Episoder hjem

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: $4MM AUM | $35,000 GDC in Boca Raton, FL View this Listing: https://successionlink.com/advisors/24435/ Overview: Advisor seeks to merge with another firm for 6 months to one year before advisor completely sells book of business and retires. Advisor seeks to identify a successor in the next 6 months to 1 year. The ideal candidate has a series 7 license and a CFP is preferred but not necessary. Ideal candidate should be familiar with general securities, variable annuities, and mutual funds. Advisor is only interested in candidate with an established presence in the tri-county area of Palm Beach, Dade, and Broward.

… continue reading

35 episoder

#Business #Succession Link

Tüm bölümler

×

Velkommen til Player FM!

Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.

Lytt til 500+ tema