FAN also works with a boutique succession-consulting firm, dedicated to helping financial advisors nationwide value, protect, grow and plan for the transition of their advisory businesses.
Like FAN, this firm has been helping advisors for more than a decade. Their goal is to help advisors effectively and efficiently manage, protect and grow their most valuable asset - their business - over the course of their career.
Ready for Succession Planning?
FAN is working with an independent recruiting firm that specializes in helping financial advisors find the BEST firm for their practice. Our approach takes into account that many of their advisor candidates weren't initially looking for a better opportunity.
FAN's job is to fully understand you and your advisory business, and what you are looking for from your new BD (from financial, business, and personal standpoints).
The job of the firm we work with is to assume the due diligence and negotiations on behalf of you (think of them acting as like a sports agent, but without you paying a fee) so you can focus on managing your advisory business and clients.
FAN and this recruiting firm are compensated by the affiliating company, so we have a continued vested interest in your ongoing success.
Contact FAN's founder, Mike Sakraida, for an exploratory talk. Mike first will explore with you whether you should consider a move. If you feel you should, then he will help you take the first step to seizing the best arrangement possible.
Considering a Broker / Dealer Change?