An Inspired Perspective with Grier Rubeling from Advisor Transition Services

“A firm transition is a catalyst to unlimited upside potential.”

- Grier Rubeling, Advisor Transition Services

Thinking about transitioning advisory firms? This conversation is for you.

Grier Rubeling from Advisor Transitions Services joined me 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.

Jump to the conversation most relevant to you:
3:34 - 4:30: Most common reasons advisors are looking to make a transition
4:31 - 10:22: What should I be thinking about and what expectations should I have when transitioning?
10:23 - 13:21: The most important steps pre-, during and post-transition
13:22 - 19:52: Ideas to prepare to grow (including how to not bring a client over and still serve them)
19:53 - 21:30: The most important advice before you transition   

Follow Grier on LinkedIn at @grier-rubeling. You can reach Grier at grier@advisortransitionservices.com and access free resources and learn more about her services at https://www.advisortransitionservices.com/.