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Financial Advisor Succession Planning

Are You Ready to Pass the Ball?

Are you a Financial Advisor looking to find a Successor?

Brokers expected to reach retirement age in the next ten years


of older Financial Advisors say they have a succession plan

For every single practice seller there are 12 to 15 qualified buyers

There is High Demand for Successful Financial Advisory Practices

Are you thinking about retirement? Are you concerned about the well being of your loved ones if suddenly you can no longer work? If these concerns resonate with you, it’s time to construct an air tight succession

Is your financial advisory practice for sale? Willis Consulting knows that it is important to you that you transition your practice to a firm or individual that you can trust. Someone who shares your values and who will treat your clients the way that you have.

Whether you are thinking about selling your practice outright, transitioning over time, or scaling back and working only with select clients, our Financial Professionals have the expertise and contacts you need to make that change. Take a moment to watch this short video that demonstrates why NOW is the time to contact Willis Consulting about how to maximize the return on your lifelong investment.

If you own your business or work in a W2 environment, it is vital that you review all of your options. If you are an employee, does your firm have a plan? Have you reviewed it? Is it right for you and your clients? Please contact us to insure that you will be properly compensated for your life’s work and that your clients will continue to receive the level of professionalism that they have come to expect.

The BEST Time for Succession Planning for Financial Advisors is Right Now!

Even if you are only in the preliminary stages or “just considering” a transition, let us help you look at your options and evaluate your business’ potential.

Contact us today and one of our practice acquisition specialists will research options in your market and get back to you with a full report.

Let's Start a Conversation!

If you’ve decided to sell, or even if you’re just thinking about transitioning, start a relationship with the Financial Advisor Recruiters at Willis Consulting. We will look out for your best interests and advise you on your best move now or in the future.

Sell your Financial Advisory Practice while the Competition is Low!

Willis Consulting, Inc.

Corporate Headquarters

719 Yarmouth Road Suite 203 Palos Verdes Estates, CA 90274

310-373-7400 PST

Willis Consulting, Inc.

Scottsdale Office

8970 E Raintree Drive Suite 300 Scottsdale, AZ 85260

480-361-9490 PST