Gianna Kagel Email & Phone Number

SUCCESSION EXPERTISE FOR FINANCIAL ADVISORSOne-on-one consulting to facilitate your buying/selling practice goals.Why Succession Point?When Financial Advisors arrive at the point of wanting to acquire or sell a practice, they often need sophisticated resources and guidance to accomplish their objectives. That's what we do.No subscription fees.No personal information in an unsecured database.No unqualified solicitations.We offer PERSONALIZED, CONFIDENTIAL Succession Planning consultation to help you achieve your unique goals. With a team of diversified, industry veterans, Succession Point has the expertise to help advisors identify potential acquirers/sellers, provide practice valuations and execute the complex contractual necessities in a succession plan.www.successionpoint.com

Source inventory, inventory management, social media management, marketing, sales

Create recruitment flyers and materials, recruit and interview potential employees, organize “financial boot camp” for new employees

Recruit, interview, and hire caregivers, manage caregiver and client scheduling, bring in new clients and conduct new client home visits accompanied by an RN, manage company blog and social media accounts, spread cheer to seniors