Career-Transition Partnership - For Financial Advisors Approaching Retirement

Alternate titles

• Financial Advisor Retirement Transition
• Financial Advisor Succession Partnership
• Advisor Book Acquisition

Location

United States (nationwide; in-person client continuity preferred in the advisor's existing market)

Engagement Type

Book acquisition or continuation partnership (structure is flexible: sale, earn-out, gradual transition, or reduced-role continuation). For advisors continuing in a reduced-role production capacity, the ongoing classification is W-2 Statutory Employee of National Life Group (Internal Revenue Code 3121(d)(3)(B) — full-time life insurance salesperson classification, Form W-2 Box 13 Statutory employee checked) with commission-based compensation. Pure book-sale structures without a continuation role do not involve an employment relationship.

About WealthBridge Financial Group

WealthBridge Financial Group is a wealth management firm with ...