For many financial advisors, your book of business is your most valuable asset. It’s the result of years—sometimes decades—of building...

Buying a book of business is one of the fastest ways to grow your practice. Instead of spending years building a client base from...

For many financial advisors, the decision to buy a book of business is the most significant professional investment they’ll ever make....

For most financial advisors, a book of business represents decades of persistence, relationship-building, and client trust. It’s the...