EXISTING ADVISORS - LOOKING TO ADVANCE?
Looking to partner with a progressive financial planning and investment advisory practice? We are always interested in talking to motivated individuals that share our mission and core values. Ideally we are seeking experienced planners with their own book of business that are interested in partnering with an established practice with a known brand, integrated processes and intelligent support…while at the same time maintaining their independence. If this sounds like you, let’s talk in confidence! Please contact Chad Nehring at the firm or send an email to firstname.lastname@example.org.
EXISTING ADVISORS - LOOKING TO TRANSITION OUT?
The principals of Conceptual are seeking to acquire Fox River Valley based financial planning firms or books of business. If you are a successful financial advisor and are thinking about transitioning your business, winding down your practice, or trying other opportunities, let's talk! We can be competitive in structuring a deal and can work to ensure your clients are treated with a high level of service, care and respect, as you would want them to be. Please email your contact information and details in confidence to email@example.com. We look forward to talking with you.