Wealth Professional forum is the place for positive industry interaction and welcomes your professional and informed opinion.

Notify me of new replies via email
Wealth Professional | 13 Jul 2015, 09:00 AM Agree 0
A respected industry veteran is pointing out a common and costly mistake by advisors looking to eventually sell their book of business for top dollar.
  • AJ | 13 Jul 2015, 01:18 PM Agree 0
    Hi Will, Are you aware of any websites that Canadian advisors use to advertise buying / selling of books?
  • Robert Roby | 13 Jul 2015, 02:47 PM Agree 0
    what needs to be mentioned is that having an older client base is a great opportunity for an advisor purchasing this book to develop relationships with the older clients family members. Older money will be going to the younger ones at some point.
Post a reply