Retired Advisor Playbook

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The Retired Advisor's PlaybookThe Retired Advisor’s Playbook is an 8-step strategic roadmap that helps financial advisors transform the complex process of buying or selling a book of business into a structured, successful transition with the best possible outcomes for all parties.

Here's what you get:

The Complete 8-Step Retired Advisor Process

Advisor Fit Evaluation Worksheet

Book of Business Valuation Workbook

The Astra Matrix Evaluation System

Personalized Outreach Templates

The Advisor’s Playbook Template

Regular Price: ~~$799~~

$399

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