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Jan 24, 2024 1:02 am

Greetings,


im not sure if this is the correct forum for this, so forgive me if not.


I live in a rural area and a local EJ FA is looking to retire. He has asked me to take over his business and it sounds like a GoodKnight might be the way to go. The book of business is around $100MM in AUM that would be transferred to me, ultimately. Does anyone know how the comp would work up front? I believe we’d have around a year of overlap. Other perks of working for EJ?
I have a sales background and think this could be a good opportunity; however, I do have concerns about selling the sophistication lacking EJ products, the higher fees, etc.

Relatively speaking, Is this too good of an opportunity to turn down?

any advice or insight is appreciated.


Best,