A SUCCESSUL TRANSITION BEGINS WITH PARTNER EVALUATION

Use these criteria to determine a good transition fit.

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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.

The more information you can provide about your current practice, why you’re considering a move, and the long-term vision for your business, the better you and the firms you’re talking to will be able to determine if they’re a good fit for your business needs and practice goals.

Download The White Paper