Buying/Selling book of business
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Jun 11, 2011 9:23 pm
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.
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