Where does a financial advisor turn for their own succession planning?
You have spent your career building your business. You have invested countless hours helping your clients plan for a future that will allow them to take life easy and enjoy the fruit of their career. . . But what about you?
We have worked with financial advisors like you, who loved what they were doing, and yet looked forward to the time when they would be able to slow down. Take a few minutes to watch the stories below as we talk with Jewel Oliver and Quinton Koch about their experiences in transitioning their financial advisory practices to Creekmur Wealth Advisors.
As you'll see, Quinton had a different vision for his transition process than the Olivers'. As he and John Creekmur discussed next steps for his clientele, it became clear that Quinton desired a shorter transition time frame, and so in about 90 days the transition process to Creekmur Wealth Advisors was complete. "It was very easy," Quinton said. "I wouldn't trust anybody else with my book."
So, what about you? What would it look like if you were so blessed to harvest the value of your business and set out on the next adventures in your life? Wherever your journey takes you, we are here to help!
Start a conversation about your succession plan today by requesting a phone call with John. Or learn more about our advisor transition process by downloading our white paper using the form above.
