late career advisors
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
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.
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early-career
Advisors -
Mid-career
Advisors -
late-career
advisors
- < 35 Years Old
early-career advisors
- Are you fresh out of college and looking to become a financial advisor?
- Have you transitioned from an insurance company or wire house and under 35 years old?
- Do you want to advance your career by 20+ years through acquisitions?
- Do you want to meet your peers in the business?
- Do you want to massively shorten the time it takes to be a top shelf financial advisor?
- 35-60 years old
Mid-Career Advisors
- Are you aggressive about growing your practice through acquisition?
- Are you looking to add another producer to your office?
- Interested in forming a partnership with other advisors?
- Looking to create an ensemble with a regional footprint and higher multiples?
- 60+ years old
Late-Career Advisors
- Are you watching your friends retire, but not sure how you can too?
- Worried about losing your income if you sell your business?
- Concerned about how a successor would care for your clients and friends?
- Not ready to retire, but interested in bringing in a well-trained, productive younger advisor or need to fill an admin role?
get started today!
*Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered Investment Advisor. Financial Resources Group Investment Services, and LPL Financial are separate entities.