Breaking Free Without Breaking Down

Best Practices for Your Transition to Independence

Recorded on December 6, 2018

Join industry experts to learn:

Join Aaron Davis from Agreement Express and Grier Rubeling from Advisor Transition Services for an informative and entertaining 1-hour session that discusses how to successfully plan for and navigate around some of the common challenges that are associated with transitioning your book of business on your journey to independence.

Whether you’re an advisor looking to minimize client churn, a firm owner looking to accelerate the transfer of AUM, or an operations executive looking to process transitions more efficiently and cost effectively, you won’t want to miss this session.

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Aaron David photo

Aaron Davis

Director, Solution and Industry Marketing

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Grier Rubeling photo

Grier Rubeling


Advisor Transition Services logo

As an advisor, you’ve weighed your options and have made the decision to go independent. You’re excited, but also anxious – the transition process can be complex, and you’ve heard that the process can be filled with risk and sensitivity. You’ve got questions – how do I plan my move? How can I minimize client churn? What’s the best way to communicate to clients? What about all of the paperwork? What’s the best way to resign?

In this interactive 1-hour session, you will learn:

  • How to avoid the most-common mistakes during the transition process
  • The importance of preparation and planning prior to making the move
  • How automation can save your new ops team from transition paralysis
  • The 5 critical steps to a seamless transition process

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