Job & Succession Opportunities

Finding a New BD

Buying/Selling an Advisory Firm?

Buying/Selling an Advisory Firm?

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FAN is closely working with an  independent recruiting firm that specializes in helping financial  advisors find the BEST job opportunities for their financial advisor practice.  Our joint approach takes into  account that many advisor candidates who do switch firms didn't initiate their evaluation & selection process.


     FAN's  role is to be both a career coach and promotional agent to you.  This helps you find the firm that is best for you and your clients, and negotiate the best deal for you.

FAN  and this recruiting firm are compensated by the affiliating company - even for our career coach and agent roles - so  we have a continued vested interest in your ongoing success.

Contact FAN's founder, Mike Sakraida,  for an exploratory talk.  Mike first will explore with you whether you  should consider a move.  If you feel you should, then he will help you  take the first step to seizing the best arrangement possible.

Buying/Selling an Advisory Firm?

Buying/Selling an Advisory Firm?

Buying/Selling an Advisory Firm?

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FAN also works with a boutique  financial advisor succession consulting firm, dedicated to helping financial advisors  nationwide value, protect, grow and plan for the transition of their  advisory businesses. 


Like  FAN, this firm has been helping advisors for more than a decade. Their  goal is to help advisors effectively and efficiently manage, protect and  grow their most valuable asset - their business - over the course of  their career. 


Contact FAN's founder, Mike Sakraida, for an exploratory talk.