How Transition Consultants Can Help

At Financial Advisor Transitions, we understand that the transition process can be stressful, not only for you but also for your clients. We're here to help you anticipate issues that may arise, address your concerns, and proactively resolve them throughout the entire transition process. We will help you negotiate a good deal, whether it's an employment agreement, a promissory note, or a succession planning agreement. Using decades of experience, we know the mistakes that financial advisors have made in the past, and we will use our team of transition consultants to ensure those mistakes won't happen to you. Financial Advisor Transitions will work tirelessly to strategize and develop the transition plan that is right for you, allowing you to identify your unique skills and strengths to leverage them into a deal that's perfect for you. 

Your practice is your livelihood. You may be tempted to roll up your sleeves and tackle the transition process on your own; after all, it is your practice. However, there are countless pitfalls and traps facing those who choose to transition without experienced help. Do not be fooled into signing "form" or "standard" deal agreements. All deals and agreements are custom and negotiated. Don't let your practice become someone else's. With our help, you can ensure that your practice will remain yours, and no one else's. With our help, you can remain confident that your practice will move forward quickly and efficiently with minimal disruption. 

Schedule a Consultation

Blog

FTX.com Assets Frozen By Bahamas Securities Commission

November 23rd, 2022
The Bahamas Securities Commission has announced that it will freeze FTX Digital Markets assets.

Read More

Uproar Results Over Advisor Being Sanctioned by CFP Board

November 22nd, 2022
Advisors are speaking out after one of their own, David R. Nute, a Seattle-based advisor, received a revocation of his Certified Financial Planning...

Read More

Morgan Stanley Freezes Accounts Amid Backlog

November 21st, 2022
Morgan Stanley recently informed advisors that they would have to close or freeze several accounts amid a due diligence backlog effective immediate...

Read More