Heapps/Mitchell give Malcolm Thomas Green Light to Launch SellMyFinancialPractice
News provided by
Share this article
Share this article
NASHVILLE, Tenn., Dec. 17, 2020 /PRNewswire/ Malcolm Thomas, the brand-new Head of Business Development for Innovative Financial Group, launches the company s newest innovation,
Succession Planning for Advisors, by Advisors.
The new company will offer turnkey continuity and succession for sellers in the independent space. With more than a third of the US advisory population expected to retire within the next ten years, the company will focus on sellers, and specifically the underserved market of independent advisors with less than one million in annual revenue.