Скачать или смотреть Well Transitioned: Key Steps to Transition Your Advisory Practice and Grow with Grier Rubeling

Thinking about transitioning advisory firms? This conversation is for you. Grier Rubeling from Advisor Transitions Services joined us to talk about the key steps advisors should take to move their book of business, retain the clients they want and set themselves up for success. Grier has been helping financial advisors with all aspects of transitioning their clients and their assets between firms since 2018.

You will learn:
1. What does a transition really take?
2. What should you do before, during and after to transition successfully?
3. Specific things to clean up before transitioning.
4. Ideas and tips to set yourself and your future business up for growth.
5. Where to access transition and growth resources.

Learn more about Grier and Advisor Transition Services: https://www.advisortransitionservices...

Learn more about Shauna and Inspire Growth: www.inspiregrow.co