Help fellow retiring Advisors navigate the people aspects of succession: personal readiness, informing and reassuring clients, practice transition and life after being an advisor.
Stay engaged in the industry on your terms.
Leverage your network and succession knowledge.
Continue doing the work that you enjoy most — advising!
Join Advisor Hunt™
Sell your book through Advisor Hunt™
Stay involved in your industry
Attend conferences with Advisor Hunt™
Be Part of the Deal Team
Originate retiring advisors
Help fellow professionals navigate succession.
Mentor sellers on readiness
Guide advisors on preparing for transition.
Advise on communications
Messaging to ensure smooth transitions with minimal asset loss.
Share best practices
For relationship transition to maximize retention.
Coach peers
On the age-old question: Is there life after being a Financial Advisor?