BACKGROUND: — Pioneer in fee-based financial planning and investment management — Successfully completed succession planning with new management team — Needed expanded technology to fuel their growth strategy — Now pursuing inorganic growth through M&A BENEFITS: — Provides a scalable platform to accelerate their growth strategy — Enhances business development through highly visual portfolio displays — Expands capacity to easily onboard new and retiring advisors with books of business Successfully passing the baton J.P . King Advisors, founded back in 1981 by Jim King, is one of the original pioneering, fee-based independent firm.

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