According to Karl Krokosinski, CEO of Customplan, “This program ensures advisors who are interested in a Transition of their practice will receive both full values for their past efforts and comfort that clients will be treated in a professional and caring manner going forward.”
Are you considering either to transition from or to acquire a financial advisory practice? Should you answer YES, look to GIT. Its processes allow for Transitioning Associates to exit the industry on their own terms and within their time frame whilst protecting the value of their practice, for themselves and their families. They receive maximum value for their practice and the assurance that their clients will be properly cared for in the future. Concurrently, acquiring Advisors have a unique opportunity to exponentially grow their business. They know with certainty the value and fair price of the practice and have a defined, turn-key, process for future success.
According to John Askin, Founder of the Wealth Strategy Group, “Protecting the best interests of clients is to everyone’s advantage. Advisors, clients and supplier companies all benefit with GIT”. The proven, two-part GIT program deals effectively with all Insurance contracts, GICs, Segregated Funds, Mutual Funds and as required, Exempt Market Products and ETFs.
What is your corporate succession plan? What happens to your business, its value, the clients with whom you have established relationships? Are there alternative ways to achieve quantum growth in your practice? Register to join us on March 16th for an introductory workshop discussing The Guaranteed Insured Transition Program (GIT).
All interested Associates are welcome to contact us to arrange a personal meeting to discuss how GIT will benefit them and their clients.
