Which is the Best Fit??????

insfuture

New Member
9
Currently have a financial advising business (stocks, Mutual funds, bonds). Talked recently to a P&C shop, they want me to join in with them and do P&C also. Since then another P&C shop has inquired with me about joining up with them.
But there is a little difference between the two. I am just unsure which is the best fit. So I am looking for your experiences.

One is mainly personal lines business. I would be able to work their current book for securities business. Somewhat captive to Nationwide

The second opportunity is mainly commercial P&C. I would be able to work their book for securities as well. It is also considerably larger firm than the first. Completely independent.

Which one offers the most promise for success. Main thing both of these opportunities will provide a bunch of warm prospects just in different business segments.

I would appreciate you thoughts.
 
Currently have a financial advising business (stocks, Mutual funds, bonds). Talked recently to a P&C shop, they want me to join in with them and do P&C also. Since then another P&C shop has inquired with me about joining up with them.
But there is a little difference between the two. I am just unsure which is the best fit. So I am looking for your experiences.

One is mainly personal lines business. I would be able to work their current book for securities business. Somewhat captive to Nationwide

The second opportunity is mainly commercial P&C. I would be able to work their book for securities as well. It is also considerably larger firm than the first. Completely independent.

Which one offers the most promise for success. Main thing both of these opportunities will provide a bunch of warm prospects just in different business segments.

I would appreciate you thoughts.

The one who does more commercial business is the one I would link with. This should give you potential access to the business's business, the owner's business, and company employees.
 
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