mid-career advisors
Systems Check & Prepare for Launch
Mid-career advisors are in a great spot today. As the baby-boomers age out of the business over the next decade you can easily double your production or more, if you want to grow through acquisitions and you are prepared. Both you and your business need to be ready for an acquisition and demonstrate that you have the capacity to make it work. Follow the instructions in this video to put yourself on the M&A radar at Financial Resources Group.
Expanding through sponsorship
Thinking of adding a staff person or a new advisor to your practice? Why not get both in one person? Advisor Development is looking to place early career advisors out in established practices to incubate them as producers. They work by day in roles you need them to, and work on their advisor skills in the off hours. Listen to this video if you’re thinking of adding new revenues to your practice through sponsorship of an early advisor.
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.
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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.