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.
FP Transitions is the closest thing to it...been around since 1999 I think.
You may want to talk to these people: http://www.agencies4salelistings.com/. They are trading many things inlcluding booksof business (accounts).
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?
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
Who is the most influential person in wealth management today? You voted. Now meet the Sweet 16 contenders and chose who advances to the next round.
More Hot Topics
By clicking below, I acknowledge and agree to Penton's Terms of Service
and to Penton's use of my contact information to communicate with me about Penton's or its third-party
partners' products, services, events and research opportunities. Penton's use of the information I
Sponsored Introduction Continue on to (or wait seconds) ×