AdviseWell

Selling Your Book

Selling Your Book?

If You’re Ready to Sell Your Book of Business, Get All It’s Worth.
You worked hard to build it. Get what you’ve earned.

We know there are many reasons – personal and professional – for financial advisors to consider selling their book of business. We can help, so let’s discuss your situation. TFP buyouts are among the highest in the industry but there’s much more to consider.

We pay top dollar for quality books. Up to 3X greater.

Buyout programs over time allow for the persistency of assets, resulting in dramatic multiples for you.

Leave your clients in safe hands.
You’ll have the peace of mind knowing your clients’ assets will receive expert and reliable management.

You’ll only sell it once. Get what it’s worth by calling TFP.

Call David Jones at 604.687.5884 for a confidential discussion.