What is the Wealth Creation Story?
It's a wake up call. When you're ready to close your practice, the wealth you've worked your whole life to build is going to go somewhere. Make it count.
47% of advisors are over 55 years old, 19% are over 65 years old, and the average life expectancy in the U.S. in 2021 for a male is 75.1 years | 80.5 years for females (Cerulli Associates Research, 2020; National Center for Health Statistics, 2021).
Your time to be in complete control of your business is not guaranteed.
It's time to wake up.
See yourself in the Wealth Creation Story.
It's just a matter of when. Make sure you've got a plan for when you're ready to step back from the day-to-day in the office and focus on what really matters: living your life.
See what Credent is doing for advisors just like you. Their lives, capital and clients have all benefited from our partnership. Join the story before it's too late.
I was drawn to Credent because they built something I wasn't able to build on my own. A structured, repeatable process for consistently delivering the highest quality service to clients.
Brian Davis, CFP®Wealth Manager
See how Credent Wealth Management has grown from the Wealth Creation Story.