Broker Check

Opportunities for Advisors

How We Work

When the time comes to retire or pursue a different career path, finding the right direction can be challenging unless you know who can help you. No matter what stage you’re at, we’re happy to discuss how we can work together.

  • Continuity Planning
  • Succession Planning
  • Sell-and-Stay
  • Sell-and-Retire

Your business thrives on the relationships you've developed with your clients and the reputation you've built. A successful transition entails understanding the worth of your business, finding the right successor, and having a well thought out strategy to ensure a smooth transition.

We have experience assisting financial advisors facing similar circumstances in effectively selling their businesses and navigating the transition process. Our approach revolves around a collaborative team dynamic, where our backgrounds and perspectives combine to amplify our outcomes. Our joy and passion lies in fostering robust, enduring relationships with our clients, and we would be privileged to extend the same commitment to your clients as well.

Your business holds immense value. It symbolizes the investment of time, unwavering commitment, and the nurturing of important client relationships. When it comes to selling your practice, it transcends a mere monetary figure. It's about ensuring that your clients will continue to receive exceptional service and be supported by a team dedicated to earning their trust.

At Zanowski Financial Group, we distinguish ourselves through our unwavering focus on the client experience. In a world that is becoming increasingly digital and transactional, we firmly believe that our personalized care and commitment to providing top-notch service make us the unmatched partner of choice for you.

Your clients' comfort during the transition is of utmost importance. Rest assured, our stellar reputation, exceptional customer service, and prior experience with relationship transitions will instill confidence and create a comfortable experience for them.

To start the conversation, email Andrew at:

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