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Prospective EJ Financial Advisor

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Jan 24, 2024 3:25 am


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 that we approach the transition. 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 and ultimately after the full transition? 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.

With that said, I’m trying to get a better idea as to how good of an opportunity this is Relatively speaking, Is this too good of an opportunity to turn down?

any advice or insight is appreciated.