According to recent research, over half of all advisors have made, or are considering making, a change in the last five years. And the reasons why are compelling, most notably the fact that advisors making a transition are seeing a 30% growth in their AUM after making the move. So, yes – the grass is definitely greener on the other side of that fence – the challenge then is how to break through the inertia holding you back, along with how to navigate the many aspects involved in a transition so your clients follow and you unleash pent-up energy and momentum in your business.
Join us to learn from industry experts experienced in advisor transitions, along with advisors who have recently made a change, to learn the top strategies for success, including actionable advice for how to:
- Find a broker-dealer that can help you grow
- The right approach to client communications
- The legal, operational, technology and financial aspects involved to turbo-charge the next chapter of your career
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Timothy D. Welsh, CFP® – Moderator
Nexus Strategy, LLC
Trisha Qualy, CFP®
Precision Wealth Solutions
Diana Britton – Host