Home Wealth Management Transitioning Your Dealer Seller is Simpler Than You Assume

Transitioning Your Dealer Seller is Simpler Than You Assume

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Transitioning Your Dealer Seller is Simpler Than You Assume

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Based on latest analysis, over half of all advisors have made, or are contemplating making, a change within the final 5 years. And the the explanation why are compelling, most notably the truth that advisors making a transition are seeing a 30% progress of their AUM after making the transfer. So, sure – the grass is unquestionably greener on the opposite aspect of that fence – the problem then is the best way to break by means of the inertia holding you again, together with the best way to navigate the numerous elements concerned in a transition so your shoppers observe and also you unleash pent-up vitality and momentum in your small business. 

 

Be part of us to study from trade consultants skilled in advisor transitions, together with advisors who’ve just lately made a change, to study the highest methods for fulfillment, together with actionable recommendation for the best way to:

  • Discover a broker-dealer that may allow you to develop
  • The fitting method to shopper communications
  • The authorized, operational, know-how and monetary elements concerned to turbo-charge the following chapter of your profession

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Sponsored by

 

 

Timothy D. Welsh, CFP® – Moderator

President

Nexus Technique, LLC

 

Trisha Qualy, CFP®

Managing Director

Affiliated Advisors

 

Frank Chiodi

President

Precision Wealth Options

 

Diana Britton – Host

Managing Editor

WealthManagement.com

 

 

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