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4835 Voltaire Street
San Diego, CA 92107

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Helping Blue Collar Millionaires

 

Financial Advisors

Choose your trusted partner for succession

The decision to sell and transition your business is not an easy one to make. We understand the hard work it takes to build a successful financial planning practice; the dedication needed to develop strong and long-lasting client relationships. When it comes time to transition, you want to make sure you will be paid fair value for your practice, and that your clients will be looked after with the same care and attention they are used to receiving from you.

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Transition Your Business with Care

It’s natural that your clients may feel uneasy or unreceptive to change. Our goal is to make the transition as seamless as possible by using a caring and sincere approach. To earn your clients’ trust, we must provide the exact same level of service and integrity that you have provided them for many years. Let us share with you our referrals from financial advisors who have already been through this transition with us.

Set Yourself Up for Success

In our experience, the most important aspects of a successful transition are making sure the buyer and seller have similar investment philosophies and similar client profiles. Below is Messenger Wealth Management from a 30,000-foot view. You can determine if we are a good fit for your practice.

Do it the right way

We have experience transitioning clients to our firm from previous acquisitions. You can trust your clients will be welcomed into our family of clients from the first moments of transition.

Step 1: Communication

We work closely with you to develop and implement a communication plan best suited for your clients. An introductory letter will be sent to all clients notifying them of the transition and reassuring them of little change. We will schedule introductory meetings with top clients as soon as possible. The key to this step is demonstrating the bond the buyer and seller have made up to this point. If your clients see the trust you have in us, the will likely be receptive to the change.

Step 2: Integration

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Step 3: Retention

In our opinion, the true test of a successful business transition is client retention. Once your clients have been integrated in our practice and have grown to trust us, we know we have done it right. We will always have your clients’ best interests and financial goals at the forefront of our decisions.