Greatest Hits: Inside the Transition - What Really Happens When Advisors Move
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Greatest Hits: Inside the Transition - What Really Happens When Advisors Move
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Key Highlights:
-How long it really takes to prepare and execute a successful move.
-What you can - and can't - say to clients during a transition.
-The emotional cost of waiting too long to leave.
-Why your assistant should be part of the due diligence process.
-Using the transition conversation to grow your book of business.
-Legal tips for navigating non-protocol firms.
-The value of having a transition project manager on your team.
Whether you're planning a move next month or just starting to consider your options, this episode provides actionable insights and firsthand advice from industry veterans who have seen it all.
Ready to talk? Reach out to Stacey at Stacey@EliteConsultingPartners.com.
Learn more about our companies and resources:
-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com
-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com
-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com
-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com
Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/
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