Buying/Selling book of business

4 replies [Last post]
donanselmo12's picture
Joined: 2011-06-11

Is there a reputable national exchange of advisors looking to buy and sell books of business?   Would be interested in some thoughts on sources as I would think such a thing would exist.

Cowboy93's picture
Joined: 2005-05-10

FP Transitions is the closest thing to it...been around since 1999 I think.

lobstar63's picture
Joined: 2011-05-21

 You may want to talk to these people: They are trading many things inlcluding booksof business (accounts).

Maverick1965's picture
Joined: 2010-06-07

Looking for the same thing donanselmo12 is looking for....FA's looking to sell their book of business and wondering if anyone knows where to look aside from the ideas Cowboy93 & lobstar63 already gave?

BukiRob2's picture
Joined: 2008-10-30

FP transitions is very reputable in the industry I would COMPLETELY shy away from anyone who does not have a great deal of experience in the Financial services industry

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