Not Ready to Retire, but Ready for a Break?

Not Ready to Retire, but Ready for a Break?

John Knowlton John Knowlton

John Knowlton

Helping Christian CEOs Build Great Businesses for a Greater Purpose | Kalamazoo | C12 Chair

发布日期: 2016年1月18日
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Not Ready to retire, but ready for a break?

 Many veteran financial advisors love their clients, and love helping people. They might not love being tied to their phone, even on vacation. If you have ever had to take a call from a client during a meal or on a trip, you know what I mean. (It seems like it is usually a client with a small account who urgently needs $1,200 to buy a new TV!) Many advisors I talk to are not ready for retirement, but they are ready for a break.

 Oak Point has introduced a practice transition process called, "Sell and Stay." This allows financial advisors to partner with Oak Point Financial Group (5 financial advisors and 5 staff) to instantly build out your back office. We can handle client requests, trades, distributions, and paperwork. We serve clients in more than 25 states through electronic signatures and virtual meetings. Financial advisors can stay on and continue to serve the clients they love until they are ready to fully retire. That's what we call, "Sell and Walk Away."

 Let me know if you would like to see how this might work for you. Best wishes, John ([email protected])

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