“Hi, I’m Jonas Everett, Founder and Creator of The Lighted Tunnel Succession System TM. For 10 years as the Director for Acquisitions and Mergers for Premier Investments of Iowa, I’ve had the opportunity to speak to hundreds of independent financial advisors each year.
Through these conversations that I have had with the legends in our industry, I have discovered that there is a “missing instruction manual” for those independent advisors over 60 who are considering retirement (or semi-retirement) within the next 3 to 5 years. Industry legends are faced with many challenges as they near retirement:
* Ongoing service issues with hundreds (sometimes thousands) of customers
* Ongoing compliance issues
* Increased paperwork and the complexity of new products
* Increased fees and expenses for licensing and staffing
Many industry legends are feeling a lack of personal freedom as a result of these challenges and can’t “see the light at the end of the tunnel” when it comes to planning their retirement (or semi-retirement).
That’s where The Lighted Tunnel comes in. We recognize that industry legends have achieved the greatest accomplishments of all: “THEY HAVE GREAT RELATIONSHIPS WITH THEIR CUSTOMERS!”
We are the first turn-key system for independent financial advisors. Our 4 step system replenishes personal freedom, takes care of the customer, and represents the creative work of a lifetime for industry legends.