Queenston is working with an Advisor in Saskatchewan who is looking for a Successor. This is a business generating $500,000 in recurring revenue and has a fantastic client base.
The perfect partner(s):
- Change Dealer platforms
- Ten+ years’ experience and 15+ years’ time horizon
- $15 – 30+ million AUM
- Be able to work in a Partnership
- Not afraid of hard work
- Willing to accept a bigger and better Business Model
I get phone calls and/or emails every day from newer advisors who have smaller books and big ambitions but want something handed to them on a silver platter. They know they need to get bigger but aren’t willing to step outside of their comfort zone – ARE YOU ONE OF THOSE? If you are one of those advisors don’t respond to this email.
If you are not into the status quo but want a bigger better business – email Email [email protected] as this opportunity will not last long. I will send you more info on the opportunity and we can chat about making you more successful.