GETTING TRUSTED ADVICE

After years of dedication to the growth of your business, you may be contemplating retirement. Whether you still have a few years to plan or you want to sell your business soon, LPL has a network of active buyers who can become your succession plan. Let us show you how we can help you maximize your value and sell with peace of mind. LPL provides a marketplace for financial advisors who want to maximize the value of their business without having to sacrifice culture or fit. We have a dedicated team who will assist you in the following areas:. LPL has more than 1, interested, qualified buyers from across the United States in its database, representing about 10 percent of our advisors and demonstrating significant acquisition interest and readiness. At LPL, the average buyer to seller ratio is about 30 buyers for every seller.

All Matchmaking

Now, Advisor Group wants to play cupid The Phoenix-based network of independent advisors recently launched My Succession Plan, a tool to help advisors prepare to hand the reins over to the next generation. When it comes to deciding who will take over your practice, advisors must find a “like-minded cultural fit,” says CEO Jamie Price. Succession planning is increasingly important.

My Succession Plan helps advisors looking to merge, acquire or sell part of their business to source and connect with potential partners across the Advisor Group network.

Just as you might use a fitness trainer to get in shape or a financial planner to improve your financial situation, busy single professionals outsource their dating​.

Adam Green. After befriending a homeless man outside a London tube station over a period of months, Alex Stephany, a lawyer-turned-tech entrepreneur, realised how temporary a solution socks and sandwiches are to those with little prospect of finding stable, paid work. The costs of retraining can be prohibitive for those living on the streets and in homeless shelters — not just the direct fees but also travel and childcare. Eighty per cent of its users — typically long-term unemployed living in homeless shelters — have started work in their target job, from electricians to accountants.

We are connecting people who want to help, with the people who need it. Beam is one of a crop of start-ups applying the matchmaking mindset, which underpins the sharing and on-demand economy, to tackle social problems. While artificial intelligence is frequently invoked as a threat to jobs , it can have the opposite effect if it is expressly designed to boost employment.

Advisor Group launches matchmaking service for succession planning

That’s why Andres Garcia-Amaya launched Zoe Financial , an online matchmaking engine that hooks up investors with registered investment advisors. Garcia-Amaya is betting that consumers want to find their other significant other — namely. For advisors, the software for customer relationship management CRM , managing investment portfolios and dealing with the back office, has enabled them to serve far more clients and by extension spend much more time with them.

Zoe Financial’s cost-free digital matchmaking service gives individuals the power to discover three top local fiduciary financial planners with the.

Results in Red Bank Showing 2 of 2 results. Red Bank 2. New Jersey Atlantic Highlands 1. Basking Ridge 6. Berkeley Heights 2. Bernardsville 5. Budd Lake 1. Califon 1. Chatham 7. Cherry Hill 3.

New Funding for Zoe Financial to Build the Future of Financial Advice

SkyView Partners, a correspondent lender focused on the independent financial adviser market , has a new digital platform it hopes can become the Zillow for buying and selling wealth management practices. Wetzel said. The hope is that by using the platform, advisers will turn to SkyView to finance the transaction, but Mr.

Wetzel said there is no obligation to do so.

Financial Advisor Recruiter jobs available on Apply to Admissions Advisor/Recruiter – Vocational College New Jersey Matchmaking.

TD Ameritrade to lau Add to Chrome. Sign in. News Break App. Financial planning for free? Healy CFP Board. With the launch of a new digital offering, Charles Schwab is encouraging clients to start building financial plans — on their own.

Financial Advisor Recruiter jobs

Ideally, consumers get a potential advisor who can solve their problems, and advisors save time by being matched to prospective clients who are a good fit for their services. However, thus far the ideal rarely matches the reality. And ironically, the advisors who do differentiate themselves with a niche or specialization will likely have better sources of clients than a generalist advisor matching service anyway!

is why it is launching a new matchmaking marketplace, dubbed RIA Connect, Financial Planning at National LINC, an annual conference held for advisors.

You deserve an advisor you can trust. Let us connect you with an independent, fiduciary financial advisor. This means you only work with the best of the best. Real financial planning should pay off today. Not in 10 years time. Skip to content.

StreetID Announces Groundbreaking Financial Career Matchmaking Site

Megan is committed to integrating her background in financial services with her professional experience in sustainability to use the power of business to solve social and environmental problems. She currently is working on a matchmaking platform for clients to find advisors who specialize in sustainable investing, and issues such as gender equity. Megan previously lead client and partnership development at HIP Investor, a global leader in impact investing.

That’s why Andres Garcia-Amaya launched Zoe Financial, an online matchmaking engine that hooks up investors with registered investment.

This article is reprinted by permission from NextAvenue. Problem is, finding a financial planner who is trustworthy, competent and comes at a reasonable cost is hard to find. Many turn to advisers at brand-name brokerage firms, banks and insurance companies. That kind of retirement advice leans toward managing investment portfolios and the adviser is usually paid through a mix of commissions and fees.

Others work with fee-only planners at wealth management firms and registered investment advisers. Also see: These are all of the different types of financial advisers. The Wealthramp site matches financial planners she has screened and certified with potential clients.

Microsoft Surface Pro 3, Advisor Cybersecurity Blunders, and Advisor Matchmaking from GuideVine


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