How Can a Senior FA Retire?

by Bill Good Marketing on June 20, 2016


How Can a Senior FA Retire?

Information to Help Senior FAs Retire and
Junior FAs Take Over More Effectively

This is a webinar for two groups of people. I will personally conduct it. In all modesty, no one I know has helped more senior producers transition to a next generation than I have.

You should attend if:

1) You are a senior producer. You may or may not have your eye on a successor. You should attend this free webinar. I will show you what you must do to maximize the cash you will receive.

2) You are a younger producer, probably in your 30s or early 40s. Because there is a bigger population of senior producers than junior FAs moving up, you know you have a golden opportunity to buy into an existing practice.

You will learn what to look for in a business and get a rough idea what to pay.

Wednesday, June 22nd
at 10:00 a.m. ET
Thursday, June 23rd
at 12:00 Noon ET

Over the years, I have coached hundreds of senior junior partnerships. These include family partnerships as well as non-family. In most cases, the senior advisor has built a great business over a lifetime and wants to pass these relationships to a trusted successor.

In this webinar, you will learn:

  • Why you need a source of new business other than referrals.
  • The roll of support staff in business transition.
  • The vital necessity of a client relationship retention strategy that does not rely on the advisor calling every client every month.
  • How much time the senior FA needs to transition out.
  • And much, much more.
Wednesday, June 22nd
at 10:00 a.m. ET
Thursday, June 23rd
at 12:00 Noon ET

There is a very important number both the senior and junior FA need to know. Where do negotiations start?

I am going to give you that number.

And I will show you how to increase it.

I will also point you to a ticking time bomb in the senior’s book that can drastically decrease it.

Seniors: You can fix it.

Juniors: You need to be alert for it in any book you are considering buying into.

If I am willing, Seniors—without question or quibble—to take the time to give you information that will help dramatically improve your net worth when you retire.

If am willing, Juniors, at the end of the call, to offer you FREE information that will help you avoid buying into an imploding book, information not available anywhere else;

Are you willing to do me this one small favor?

Give me an hour and join me on one of these webinars.


Wednesday, June 22nd
at 10:00 a.m. ET
Thursday, June 23rd
at 12:00 Noon ET




Bill Good Marketing

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Copyright 2016. Bill Good Marketing, Inc. All Rights Reserved.

Bill Good Marketing, Inc.
6891 S. 700 W. Ste. 100 Midvale, UT 84047
(800) 678-1480



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