With current industry changes and trends heavily influencing financial practices across the country, now is more crucial than ever for advisors to leave their legacy protected.
Currently, the average age of industry professionals is an all-time high, meaning the time for succession planning is now. Whether advisors are looking to leave the business soon, establish a succession plan to protect their practice or just want the freedom to choose their retirement date, NEXT Financial Group Inc. (NEXT) has a Prestige Department to suit all Representatives’ needs.
Financial advisors, whether associated with NEXT or not, who are looking to sell or acquire a book of business are encouraged to email email@example.com. From there, one of our talented professionals will walk you through the few, simple steps needed to make your transition a reality.
Depending on the specific advisor’s needs, Prestige will help identify a buyer and/or successor. Finally, our team will help guide individuals through the process of executing their succession plans or buy/sell agreements.
Reference: 2013 Accenture Wealth and Asset Management Services Report information as published in FA Magazine online article dated May 22,2013.