Use these criteria to determine a good transition fit.
To grow your business through a practice transition, it’s important to not only consider how well a prospective firm fits with your business goals, but that investors are scrutinizing the integrity of firms that advisors choose to associate with in order to address client needs.
A successful transition requires methodical evaluation of a prospective broker/dealer by looking at five distinct factors. The stability and overall experience of a firm should be considered along with the amount of planning and support it offers for the move. You can also readily assess the viability of a potential transition by carefully measuring the level of compatibility and transparency a firm demonstrates.
A keen focus on these five evaluation factors can help determine how successful a potential transition will be. Discover more by downloading our white paper, 5 Traits of a Successful Transition, today.