Summary: In wealth management, an increasing number of financial advisers need an exit strategy. The combination of an aging demographic and fewer entrants into the field creates both challenges and opportunities. Acquiring a new business could be the perfect way for younger advisers to catapult their business to the next level.
 If purchasing a new book of business is in your future, invest the time and energy up front to understand the seller's key motivations. Be a good listener, and find a creative solution that works for all parties."
Jeffrey Concepcion, founder and chief executive, Stratos Wealth Partners.
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