Over the next 10 years, as Baby Boomers near retirement, an unprecedented transfer of wealth is set to take place. Recent studies show that most senior advisors have done little to no planning in regards to their inevitable exit from the industry.
Wealth Strategy Group is proud to announce an exciting new initiative called the “Guaranteed Insured Transition Program,” or “G.I.T.” This innovative program is ideal for advisors looking to transition out of the industry (Senior Advisors), OR, for other advisors interested in acquiring established financial practices (Junior Advisors). “G.I.T.” encompasses two phases:
The Guaranteed Insured Transition Program is NOT for advisors who are seeking a lump-sum payment for their practice, which often results in selling the practice at a substantially reduced rate and abruptly leaving their clients in the hands of a completely new, untrusted advisor. Under the Guaranteed Insured Transition Program, Senior Advisors can have the peace of mind knowing their valued clients are being looked after while the advisor transitions into retirement. Junior Advisors undergo a rigorous screening process and only the top candidates will be specifically matched with practices that offer the best possible fit for the Senior Advisor and their clients.
For more information or to get started on this exciting new program, please email firstname.lastname@example.org.