West Michigan
Opportunity: Experienced Advisor Seeking a Next-Gen Partner
An established financial advisor in West Michigan is looking to forge a long-term, mutually beneficial partnership with a next-gen advisor who has some experience. With decades of success in building a predominantly advisory business – and a rich background in supply chain and logistics leadership – this advisor brings a unique perspective that resonates with a diverse range of clients. Now planning for an eventual exit, he is seeking an advisor who can grow the business, integrate newer technologies, and share fresh ideas to better serve both existing and new clients.
Please note this is an opportunity to work together to grow your business, as well as enhance this advisor’s business in preparation for their retirement and the sale of their practice to the right partner. This is not a short-term transactional/sale opportunity.
Chagrin Falls, Ohio
Opportunity: Experienced Advisor Seeking a Next-Gen Partner
In Chagrin Falls, an accomplished female financial advisor with an organically grown, high-income advisory business is searching for a next-generation female to partner with. She aims to infuse her established business with new perspectives and state-of-the-art technologies to enhance service for her diverse clientele. Focused on building a seamless succession plan, she is committed to ensuring her clients’ continued success while empowering more women in the industry. While she still loves what she does, this advisor wants to put together an eventual exit strategy so she can retire knowing her clients are in good hands.
Please note this is an opportunity to work together to grow your business, as well as enhance this advisor’s business in preparation for their retirement and the sale of their practice to the right partner. This is not a short-term transactional/sale opportunity.
Interested in learning more about our branch opportunities and the benefits of joining Cantella? Contact us at joincantella@cantella.com or call 800-333-3502.
389 Main Street, Suite 101
Malden, Massachusetts 02148
Main Phone: 800-333-3502
Advisor Recruits: 800-653-0391
Clients: 800-335-9156
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