Late-Career
- Advisor Development
- Late-Career
What Advisor Development Can Do For You
Advisor Development is committed to making sure that every single advisor in our organization has a great outcome when they’re ready to finish working. We want to ensure that when it’s time to land, you’re well compensated for your practice and that your business and your clients are left in good hands. Listen to this video and follow the instructions to find out more.
Tell Your Story
We want your story. How you did it. Who you are and what it took for you to make it big in this business. What are you really, really good at? What specialty have you chased and how did you organize your business so that you excelled in your quest, and a thousand other questions. If you’re open to sharing your story with young advisors in the Financial Resources Group ecosystem, we’d like to interview you. You have a ton of knowledge, wisdom and expertise that we would like to memorialize so that we can help others one day be the superstars of the future.
Expanding Through Sponsorship
Late-career advisors have an opportunity to expand their practice and potentially groom a successor through sponsorship of an early career advisor in their office. Some of the best outcomes for succession come from this strategy. Check out this video to learn more.
Organizational Opportunities for Your Business
Organizations that operate under a unified business
agreement have the opportunity to bring in multiples that are much higher than
what you could garner on your own as a siloed practice or a small
partnership. FRGIS would like to explore with you opportunities for
advisors to come together to create a regional footprint and a more valuable
entity in liquidity events.
