WHAT WE DO
We assist financial planners and advisors to transition their business
Book Brokers assist financial advisors either selling their book of business or transitioning their book to deliver regular, on-going, monthly referral fees through a referral arrangement with portfolio managers.
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OUR AWESOME TEAM
Our Team
We bring over 50 years of combined experience in identifying financial and consulting. We at Book Brokers want to understand how we can optimise your book of business and give your the best return possible.
Services
Plan – Transition – Retire
Book Brokers help financial planners and advisors transition their book of business, slowing down or structure a retirement exit strategy.
Our goal is to provide you with solutions for:
1) Maintaining and increasing your current net income while winding down; or 2) Outright sale of your book of business; or
3) Combination of 1 & 2 with a deferred sale of business between two to ten years.
Recognition
Recognize the Phase of Your Financial Advisory Business. If you are a financial advisor and been in the business for 20+ years you may have already been thinking of either selling your book or ways to reduce your workload to have more free time or even retire.
Evaluate Your Current Situation
Book Brokers prefer to have a holistic approach to most things and so does to succession planning. Their full succession plan proposals are detailed, innovative and well-thought through.
Retirement (Semi or full)
Each year thousands of financial planners retire without a concrete plan wihtout transitioning their book to an ongoing revenue generating retirement income.
Reports and Study
At Book Brokers we pride ourselves as subject matter experts and following reports are our efforts to present our findings and analysis to you. Our reports are independent and a result of hours of due diliegence and financial analysis.
Experienced Financial Advisors:
The 3 most important things to know about selling your book
How to retire:
How to retire as MFDA Financial advisor and still make more money
OUR AWESOME CLIENTS
Client Testimonials
Don’t take our word for it – here’s what our clients say:
Book Brokers sourced a potential mutual fund book of business and brought it to our attention. They helped us through the due diligence process, advised us on the economics, then helped us complete the agreement. We found him to be very experienced. They offered suggestions that weren’t obvious. This was a great match for us. All parties, including the clients, have been very happy with the transition.
Chief Investment Officer
Invesment Management Firm (Toronto)
“Transitioning a client base goes smoother with experience and skill. We found Book Brokers understands all sides of the process from the client, new firm and selling firm’s perspective. Making a career shift to remove the asset management component from your business or retiring completely requires a high attention to detail that was delivered.”
President & CEO
Portfolio Management Firm (GTA)
CONNECT WITH US
Contact us
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