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Speaking of PARTNERS. Queenston is pleased to introduce you to our new partner Martin Luc Derome. Martin has been in business for over 35 years. He is a well-known in the financial services industry and has contributed significantly to the consolidation within the industry. Martin has specialized in the Quebec and Ontario market. Queenston encourages all of our friends and associates to feel free to
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SELL AND STAY: Queenston is working with an aggressive buyer who is willing to pay you to move your business to their platform. Pay you to stick around. Give you up to a 5% of AUM exit price. This is a fantastic opportunity for any advisors that want to monetize their business and set up a great price when they are ready to exit. Interested?
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As you can imagine – 2020 delayed many buy and sell decisions. Therefore, we have many fantastic opportunities. If you are an Associate reply to this email for more information. If you are not an Associate – go to our website www.queenston.net and register. INSURANCE Mb – Personal insurance business. Mostly term contracts. $40,000 renewals. Average gross $160,000. GTA – Personal Insurance business. Older clientele.
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November 17, 2020

PUT $$$ IN YOUR POCKET

There are several ways to use your business’s value to put $$$$$ in your pocket – often without reducing the value of your business or even increase the value. Sell Your Least Productive Assets – If you have too many clients or too many products or specific assets that are not your speciality you may want to consider selling those assets – to a non competing
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Clearly 2020 has presented an opportunity for many advisors to adjust / modify their business model primarily through the use of technology. Some advisors have had very good years despite the handcuffs of a lock down and some have had more trouble adjusting. It appears that going forward we will have to do things differently. I wanted to revisit what firms were doing successfully last
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