I hope this email finds you well. My name is Scott Edelman and I am with the firm Edelman Wealth Management Group. I have worked for many years providing my clients with comprehensive and customized wealth management as well as insurance planning solutions for individuals and businesses.
I am very committed both to my clients and to growing Edelman Wealth Management Group. Partnering with like-minded advisors allows me to help them determine the value of their practice and structure a succession plan for transitioning to the next stage of their career while ensuring that their clients continue to receive the top-notch service they deserve.
I like you have spent years building the trust of clients into a successful financial practice. A well-designed succession strategy will allow you to protect your clients and monetize your years of hard work.
I would appreciate the opportunity to speak to you about the options available in transitioning and selling your practice. As well as perform an informal assessment of your practice and discuss the possible benefits of transitioning your practice and affiliating with our firm.
If you are interested in having a confidential conversation to discuss a potential succession plan please email me at firstname.lastname@example.org.