Live Case Study Buying A Financial Advisor Book Of Business

Описание: In this video, Sean Kernan shares a detailed case study of his personal experience buying a financial advisor's book of business. Sean breaks down his analysis of the book, including estimated gross revenue and the percentage of recurring revenue. He also highlights the key considerations of the seller and explains how he managed to structure the deal with no money down.

If you're curious about buying a financial advisor's book of business or have already done so, this video offers valuable insights or comparisons on structuring such deals.


💻Website: https://advisorresourcecouncil.com/
📧Contact us: https://advisorresourcecouncil.com/co...
👉Click here to Subscribe:    / @thearcfirm  
📢Follow us on Facebook:   / thearcfirm  
📢Follow us on LinkedIn:   / thearcfirm