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Thursday, February 9, 2023

Transitioning Your Dealer Seller is Simpler Than You Suppose

In accordance with current analysis, over half of all advisors have made, or are contemplating making, a change within the final 5 years. And 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 facet of that fence – the problem then is methods to break by way of the inertia holding you again, together with methods to navigate the various points concerned in a transition so your purchasers observe and also you unleash pent-up vitality and momentum in your small business. 


Be a part of us to be taught from trade specialists skilled in advisor transitions, together with advisors who’ve lately made a change, to be taught the highest methods for fulfillment, together with actionable recommendation for methods to:

  • Discover a broker-dealer that may aid you develop
  • The correct strategy to shopper communications
  • The authorized, operational, expertise and monetary points 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


Nexus Technique, LLC


Trisha Qualy, CFP®

Managing Director

Affiliated Advisors


Frank Chiodi


Precision Wealth Options


Diana Britton – Host

Managing Editor




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