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Succession Plan/Growing Practice

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Feb 5, 2011 4:19 am

Hello All!

I am new to the forum and recently joined after being laid off from my wholesaling position.  I have 6 years in the industry, 3 as an advisor and 3 as a wholesaler, and have my 7, 63, & 66. 

I am writing to see if anyone is currently looking for a succession plan, knows of someone who is looking for a succession plan, and/or has a growing practice that is looking to add an experienced advisor to their team.  Ideally I am looking for an independent, RIA, or hybrid role but have considered going the bank route.  I have also heard that there will be many Edward Jones offices opening up soon as they have raised their standards and are expecting a number of advisors to either leave or miss their goals.  I have thought about going back to Jones, my 3 years as an advisor were with Jones, but also recognize their shortcomings.  I would like to have the advantages of being independent however I would prefer to not start from scratch. 

I currently live in TX and would prefer to stay here if the opportunity exist. 

Any help, ideas, or contacts would be greatly appreciated! 

Thanks,

KYF 13

Feb 5, 2011 4:23 am

Hello All!

I am new to the forum and recently joined after being laid
off from my wholesaling position.  I have 6 years in the industry,
3 as an advisor and 3 as a wholesaler, and have my 7, 63, & 66. 

I am writing to see if anyone is currently looking for a
succession plan, knows of someone who is looking for a succession plan, and/or
has a growing practice that is looking to add an experienced advisor to their
team.  Ideally I am looking for an
independent, RIA, or hybrid role but have considered going the bank
route.  I have also heard that there will
be many Edward Jones offices opening up soon as they have raised their
standards and are expecting a number of advisors to either leave or miss their
goals.  I have thought about going back
to Jones, my 3 years as an advisor were with Jones, but also recognize their
shortcomings.  I would like to have the advantages
of being independent however I would prefer to not start from scratch. 

I currently live in TX and would prefer to stay here if the
opportunity exist. 

Any help, ideas, or contacts would be greatly appreciated! 

Thanks,

KYF 13

Feb 8, 2011 5:45 pm

Any ideas????