Case Study: Nearing Retirement
You're an advisor who has worked hard to build a fee-only, independent wealth management practice, but you’re ready to scale back as you approach retirement. You have differentiated yourself from the brokers and wirehouses that come with high costs and conflicted advice—and your clients appreciate this value.
Roll-up firms are available as a potential home for your clients when you retire, but they come with drawbacks. Wouldn't you rather have a relationship that:
- maintains the personal touch your clients have come to value.
- is not contingent on production requirements just as you’re reaching a point in your career where you want to work less.
- does not sacrifice your entrepreneurial spirit.