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Frost Wealth Management
Client Portal

 

Looking to retire or sell your book of business?

 

Unlike many financial advisory practices, Frost Wealth Management is in growth mode.
We are actively seeking to buy books of business from retiring advisors.

 

Our diverse team of financial professionals include:

  • a senior wealth advisor with 38+ years in the industry
  • 2 investment advisors that are well-positioned to deal with the next generation of investors
  • an associate advisor that assists with our top-tier clients
  • a marketing and client experience coordinator focused on client relationships
  • an administrative assistant that ensures that account openings and transfers are hassle-free

 

What we bring to the table

 

You have spent years building up your business and you don't want to hand it over to just anyone.

 

Even though you are retiring, you want to ensure that your clients will be well taken care of and that you receive adequate compensation for your business. Here is what we offer:

 

  • competitive prices for your book
  • previous experience with acquisitions
  • flexible timelines for the transition
  • collaboration with you (and your team) to ensure a smooth hand-off
  • a client retention rate of 99%

 

 

 

 

 

What we offer your clients

 

Our goal is to maintain and enhance the service levels that your clients have come to expect. Here are some of our service offerings:

 

  1. a holistic approach to wealth management that includes financial planning and insurance*
  2. collaboration with other service providers such as lawyers, accountants and mortgage providers (or a referral to one of our trusted contacts)
  3. regular portfolio reviews and timely communications
  4. a dedicated contact for account inquiries and concerns
  5. educational seminars, webinars and client appreciation events
  6. Monthly newsletters and weekly bulletins with all the latest financial news

 

Why is now a great time to sell?

 

Industry experts are predicting a "great exodus" of financial advisors in the next 5  to 10 years.
Here are some factors to consider:

 

  • the average age of a financial advisor in Canada is 56 to 59 years old -1
  • the failure rate of new advisors entering the business is 90% -1
  • younger advisors often lack the cash flow to facilitate purchasing a book -1
  • advisors that run a solo or small office don't have the team or infrastructure to manage the transition -2
  • once the "great exodus" begins, you will be competing with many others that are attempting to sell their business -3

When you are ready-- we'd love to chat

 

Contact Us

  

1-Wealth Professional- Why our industry is failing the next generation of advisors

2- Investment Executive- Advisor's Report Card 2024

3- McKinsey & Company- The looming advisor shortage in US wealth management