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Transitioning Your Broker Dealer is Easier Than You Think

admin by admin
February 9, 2023
in Management


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.

Sponsored by

 

 

Timothy D. Welsh, CFP® – Moderator
President
Nexus Strategy, LLC

 

Trisha Qualy, CFP®
Managing Director
Affiliated Advisors

 

Frank Chiodi
President
Precision Wealth Solutions

 

Diana Britton – Host
Managing Editor
WealthManagement.com

 

 



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