Do the statements below sound like you? If so, you may be ready for a transition. Contact us confidentially below and we’ll help you further evaluate transitioning to Ascent.
I struggle to balance managing the operational aspects of my business while providing my clients with the level of customer service I want to deliver to them.
Increased regulatory scrutiny on the financial services industry and compliance requirements overwhelm me.
I’m not good at technology or don’t have the time to keep up on the latest tools I know I should be using.
I’m interested in slowing down into semi-retirement or full retirement in the next five years.
I don’t have a succession plan in place.
I’ve thought about becoming independent, but I’m concerned about being on my own without support.