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Why Join Client Exchange?

Membership provides you with listings of both buyers and sellers of a book of business as well as consultants including accountants, lawyers, business valuators and financiers who will if needed aide in the process of buying and selling a book of business.

Membership is open to those in the financial planning, insurance or wealth management industries. whether you are a financial professional looking to expand and grow your business by buying a book of business or an financial professional who is exiting the industry due to retirement, career change or relocation.

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