Broker Check

Do You Have An Exit Plan?

August 15, 2022
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At Queen City Financial Advisors, we have made continuation and succession plans a priority for each of our advisors! 

 

Do you have an exit plan from you financial services business?

One day, because of death, disability or retirement, you will exit your business. Do you have a plan in place to protect yourself, your heirs and your clients?

 

Our Financial Advisors and their clients sleep better at night because they know that if something happens to them tonight their clients and their accounts will still be taken care of.

 

You have built a successful practice and have clients who rely on you. If you are worried about an emergency contingent plan and/or are beginning thinking about or planning to sell your practice I invite you to discuss your plan with me.

 

We are seeking advisors needing a change for the better! QCFA and SAI offers a flexible partnership, a fully independent foundation, marketing assistance, assistance with buy/sell of practices, great payouts, and a great deal structure.  I would love the opportunity to discuss briefly with you the opportunity to join one of the top independent branches at one of the top individual broker dealers in the industry.

Call me direct at (513) 314-2258 for a 30-minute confidential conversation. Thank you in advance for your consideration and I look forward to making a connection.