Years ago,I was approached by an investment advisor seeking to retire and transition his practice. After six months of communication, negotiations and meetings, he decided to transition his business to my firm.
I asked him why he had chosen me from among all the qualified advisors he had interviewed. His answer came as a surprise to me.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access