Summary: In the case of Darrell Reese and Paul Kink, the fact that they were both Raymond James advisors was an important factor in Reese’s quick and seamless purchase of Kink’s Montana advisory firm. But they say they were lucky in their timing, and that they share the same values, thereby making the transition that much smoother.
 We’re operating at zero defaults right now. We want to keep it like that, so it’s not all about the money, but about strategy, about cultural fit and whether clients can be looked after in the same professional manner.”Jason Carroll, managing director for investment advisory lending, Live Oak Bank |
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